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 | $33,273 | $107,334-69.0% | $92,893-64.2% | $152,861-78.2% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 9.55% | 145.58%-136.0pp | 109.41%-99.9pp | 345.32%-335.8pp |
| Employer contribution / active EE | $3,153 | $4,221-25.3% | $3,653-13.7% | $4,762-33.8% |
| Participant deferral / active EE | $12,168 | $4,845+151.2% | $4,236+187.3% | $5,850+108.0% |
| Admin fee / account holder | $10,541 | $7,079+48.9% | $5,794+81.9% | $11,596-9.1% |