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 | $106,303 | $89,355+19.0% | $141,162-24.7% | $72,985+45.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 4.26% | 111.85%-107.6pp | 71.39%-67.1pp | 81.00%-76.7pp |
| Employer contribution / active EE | $4,066 | $3,114+30.6% | $4,735-14.1% | $2,440+66.7% |
| Participant deferral / active EE | $8,119 | $5,418+49.9% | $6,709+21.0% | $3,607+125.1% |
| Admin fee / account holder | $1,672 | $5,958-71.9% | $10,261-83.7% | $5,124-67.4% |