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 | $142,591 | $94,625+50.7% | $116,228+22.7% | $84,808+68.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 10.82% | 20.40%-9.6pp | 90.06%-79.2pp | 40.90%-30.1pp |
| Employer contribution / active EE | $2,798 | $2,347+19.3% | $2,994-6.5% | $2,631+6.4% |
| Participant deferral / active EE | $7,825 | $3,972+97.0% | $4,953+58.0% | $4,212+85.8% |
| Admin fee / account holder | $28,595 | $10,091+183.4% | $11,989+138.5% | $7,344+289.4% |