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 | $156,109 | $110,257+41.6% | $96,544+61.7% | $139,434+12.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 7.26% | 26.32%-19.1pp | 25.84%-18.6pp | 372.94%-365.7pp |
| Employer contribution / active EE | $4,417 | $3,620+22.0% | $2,965+49.0% | $4,751-7.0% |
| Participant deferral / active EE | $8,388 | $5,548+51.2% | $4,851+72.9% | $6,710+25.0% |
| Admin fee / account holder | $2,190 | $11,591-81.1% | $8,252-73.5% | $11,403-80.8% |