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 | $105,869 | $91,190+16.1% | $178,490-40.7% | $79,858+32.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 7.68% | 24.19%-16.5pp | 151.07%-143.4pp | 31.71%-24.0pp |
| Employer contribution / active EE | $2,575 | $3,256-20.9% | $5,011-48.6% | $2,471+4.2% |
| Participant deferral / active EE | $4,410 | $3,236+36.3% | $5,202-15.2% | $3,740+17.9% |
| Admin fee / account holder | $1,905 | $6,751-71.8% | $13,984-86.4% | $5,306-64.1% |