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 | $156,897 | $110,261+42.3% | $95,745+63.9% | $139,434+12.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 5.74% | 27.11%-21.4pp | 28.35%-22.6pp | 372.94%-367.2pp |
| Employer contribution / active EE | $17,945 | $3,257+450.9% | $2,835+533.1% | $4,751+277.7% |
| Participant deferral / active EE | $7,068 | $4,676+51.2% | $4,245+66.5% | $6,710+5.3% |
| Admin fee / account holder | $3,497 | $6,613-47.1% | $5,678-38.4% | $11,403-69.3% |