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 | $91,196 | $109,881-17.0% | $150,045-39.2% | $84,808+7.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 9.71% | 28.25%-18.5pp | 62.55%-52.8pp | 40.90%-31.2pp |
| Employer contribution / active EE | $5,908 | $3,561+65.9% | $4,693+25.9% | $2,631+124.6% |
| Participant deferral / active EE | $8,463 | $6,636+27.5% | $7,997+5.8% | $4,212+101.0% |
| Admin fee / account holder | $2,669 | $8,568-68.8% | $13,435-80.1% | $7,344-63.7% |