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 | $176,365 | $127,264+38.6% | $109,895+60.5% | $167,490+5.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 4.61% | 22.97%-18.4pp | 29.45%-24.8pp | 478.56%-473.9pp |
| Employer contribution / active EE | $26,588 | $3,322+700.3% | $2,842+835.4% | $4,837+449.6% |
| Participant deferral / active EE | $17,333 | $4,514+284.0% | $4,048+328.2% | $6,341+173.3% |
| Admin fee / account holder | $5,281 | $7,114-25.8% | $6,066-12.9% | $12,309-57.1% |