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 | $125,773 | $92,798+35.5% | $96,707+30.1% | $137,256-8.4% |
| Participation rate | 81.8% | 81.6%+0.2pp | 80.4%+1.5pp | 80.0%+1.9pp |
| Annual return | 9.69% | 31.24%-21.5pp | 34.78%-25.1pp | 220.34%-210.6pp |
| Employer contribution / active EE | $7,549 | $4,147+82.0% | $4,191+80.1% | $4,156+81.6% |
| Participant deferral / active EE | $4,376 | $5,877-25.5% | $5,997-27.0% | $6,407-31.7% |
| Admin fee / account holder | $20,382 | $7,946+156.5% | $7,503+171.7% | $12,270+66.1% |