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 | $99,779 | $48,076+107.5% | $78,689+26.8% | $62,891+58.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 1.67% | 31.35%-29.7pp | 62.18%-60.5pp | 20.14%-18.5pp |
| Employer contribution / active EE | $6,163 | $2,015+205.9% | $2,851+116.2% | $2,281+170.2% |
| Participant deferral / active EE | $4,100 | $2,588+58.4% | $3,517+16.6% | $3,203+28.0% |
| Admin fee / account holder | $16,892 | $3,207+426.7% | $4,510+274.5% | $4,296+293.2% |