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 | $114,481 | $72,277+58.4% | $101,248+13.1% | $79,858+43.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 5.04% | 22.30%-17.3pp | 46.47%-41.4pp | 31.71%-26.7pp |
| Employer contribution / active EE | $5,401 | $2,692+100.6% | $3,660+47.6% | $2,471+118.6% |
| Participant deferral / active EE | $5,353 | $3,282+63.1% | $4,370+22.5% | $3,740+43.1% |
| Admin fee / account holder | $8,317 | $4,400+89.0% | $5,945+39.9% | $5,306+56.7% |