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 | $98,804 | $78,672+25.6% | $109,143-9.5% | $85,850+15.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 8.91% | 25.09%-16.2pp | 25.75%-16.8pp | 318.53%-309.6pp |
| Employer contribution / active EE | $5,803 | $2,735+112.2% | $3,722+55.9% | $2,565+126.2% |
| Participant deferral / active EE | $3,778 | $3,467+9.0% | $4,653-18.8% | $3,952-4.4% |
| Admin fee / account holder | $10,349 | $5,469+89.2% | $6,752+53.3% | $6,260+65.3% |