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 | $128,954 | $85,766+50.4% | $136,294-5.4% | $70,131+83.9% |
| Participation rate | 96.2% | 74.2%+22.0pp | 81.9%+14.2pp | 69.5%+26.6pp |
| Annual return | 10.52% | 31.45%-20.9pp | 5155.94%-5145.4pp | 73.14%-62.6pp |
| Employer contribution / active EE | $7,240 | $2,966+144.1% | $4,695+54.2% | $2,342+209.1% |
| Participant deferral / active EE | $5,118 | $5,051+1.3% | $6,247-18.1% | $3,332+53.6% |
| Admin fee / account holder | $6,662 | $5,420+22.9% | $9,243-27.9% | $4,645+43.4% |