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 | $133,878 | $98,750+35.6% | $149,696-10.6% | $79,858+67.6% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.5%+6.4pp | 69.6%+19.3pp |
| Annual return | 11.60% | 27.43%-15.8pp | 276.60%-265.0pp | 31.71%-20.1pp |
| Employer contribution / active EE | $1,011 | $3,216-68.6% | $4,644-78.2% | $2,471-59.1% |
| Participant deferral / active EE | $6,611 | $5,680+16.4% | $6,842-3.4% | $3,740+76.8% |
| Admin fee / account holder | $11,491 | $6,053+89.9% | $9,309+23.4% | $5,306+116.6% |