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 | $99,012 | $106,749-7.2% | $145,433-31.9% | $82,448+20.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 12.18% | 27.59%-15.4pp | 66.58%-54.4pp | 41.64%-29.5pp |
| Employer contribution / active EE | $2,256 | $3,444-34.5% | $4,554-50.5% | $2,551-11.6% |
| Participant deferral / active EE | $9,747 | $6,519+49.5% | $7,897+23.4% | $4,139+135.5% |
| Admin fee / account holder | $12,675 | $8,390+51.1% | $13,129-3.5% | $7,234+75.2% |