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 | $139,972 | $107,452+30.3% | $91,541+52.9% | $142,382-1.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 7.58% | 22.06%-14.5pp | 20.50%-12.9pp | 217.08%-209.5pp |
| Employer contribution / active EE | $1,924 | $2,994-35.7% | $2,505-23.2% | $4,299-55.2% |
| Participant deferral / active EE | $1,150 | $4,754-75.8% | $4,008-71.3% | $6,507-82.3% |
| Admin fee / account holder | $7,735 | $8,834-12.4% | $6,956+11.2% | $12,624-38.7% |