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 | $85,653 | $109,359-21.7% | $162,163-47.2% | $72,985+17.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 16.78% | 25.46%-8.7pp | 115.59%-98.8pp | 81.00%-64.2pp |
| Employer contribution / active EE | $6,225 | $3,907+59.3% | $5,614+10.9% | $2,440+155.1% |
| Participant deferral / active EE | $5,689 | $5,481+3.8% | $7,298-22.0% | $3,607+57.7% |
| Admin fee / account holder | $719 | $7,972-91.0% | $10,843-93.4% | $5,124-86.0% |