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 | $110,340 | $117,983-6.5% | $101,794+8.4% | $142,382-22.5% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.2%+12.6pp | 80.1%+1.7pp |
| Annual return | 9.77% | 36.92%-27.2pp | 30.53%-20.8pp | 217.08%-207.3pp |
| Employer contribution / active EE | $6,662 | $2,773+140.3% | $2,289+191.0% | $4,299+55.0% |
| Participant deferral / active EE | $7,506 | $4,714+59.2% | $4,084+83.8% | $6,507+15.3% |
| Admin fee / account holder | $658 | $10,433-93.7% | $8,777-92.5% | $12,624-94.8% |