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 | $103,836 | $91,552+13.4% | $133,956-22.5% | $79,858+30.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 8.24% | 61.85%-53.6pp | 45.09%-36.8pp | 31.71%-23.5pp |
| Employer contribution / active EE | $2,244 | $2,384-5.9% | $3,919-42.7% | $2,471-9.2% |
| Participant deferral / active EE | $4,368 | $3,733+17.0% | $5,048-13.5% | $3,740+16.8% |
| Admin fee / account holder | $4,891 | $6,321-22.6% | $8,927-45.2% | $5,306-7.8% |