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 | $105,221 | $91,552+14.9% | $133,956-21.5% | $79,858+31.8% |
| Participation rate | 98.1% | 73.3%+24.8pp | 79.8%+18.3pp | 69.6%+28.5pp |
| Annual return | 9.68% | 61.85%-52.2pp | 45.09%-35.4pp | 31.71%-22.0pp |
| Employer contribution / active EE | $6,052 | $2,384+153.9% | $3,919+54.5% | $2,471+145.0% |
| Participant deferral / active EE | $8,074 | $3,733+116.3% | $5,048+60.0% | $3,740+115.9% |
| Admin fee / account holder | $1,689 | $6,321-73.3% | $8,927-81.1% | $5,306-68.2% |