See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,689 | $98,750+26.3% | $149,696-16.7% | $79,858+56.1% |
| Participation rate | 94.5% | 75.8%+18.8pp | 82.5%+12.1pp | 69.6%+24.9pp |
| Annual return | 11.96% | 27.43%-15.5pp | 276.60%-264.6pp | 31.71%-19.8pp |
| Employer contribution / active EE | $3,286 | $3,216+2.2% | $4,644-29.2% | $2,471+33.0% |
| Participant deferral / active EE | $5,401 | $5,680-4.9% | $6,842-21.1% | $3,740+44.4% |
| Admin fee / account holder | $31,104 | $6,053+413.9% | $9,309+234.1% | $5,306+486.2% |