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 | $117,927 | $109,881+7.3% | $150,045-21.4% | $84,808+39.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 13.81% | 28.25%-14.4pp | 62.55%-48.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $3,910 | $3,561+9.8% | $4,693-16.7% | $2,631+48.6% |
| Participant deferral / active EE | $15,190 | $6,636+128.9% | $7,997+89.9% | $4,212+260.7% |
| Admin fee / account holder | $16,897 | $8,568+97.2% | $13,435+25.8% | $7,344+130.1% |