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 | $184,050 | $94,752+94.2% | $112,887+63.0% | $139,434+32.0% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 11.54% | 40.88%-29.3pp | 34.10%-22.6pp | 372.94%-361.4pp |
| Employer contribution / active EE | $5,983 | $4,625+29.4% | $4,563+31.1% | $4,751+25.9% |
| Participant deferral / active EE | $8,865 | $6,512+36.1% | $6,513+36.1% | $6,710+32.1% |
| Admin fee / account holder | $424 | $8,527-95.0% | $7,047-94.0% | $11,403-96.3% |