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 | $99,851 | $78,672+26.9% | $109,143-8.5% | $85,850+16.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 10.23% | 25.09%-14.9pp | 25.75%-15.5pp | 318.53%-308.3pp |
| Employer contribution / active EE | $2,858 | $2,735+4.5% | $3,722-23.2% | $2,565+11.4% |
| Participant deferral / active EE | $5,293 | $3,467+52.7% | $4,653+13.7% | $3,952+33.9% |
| Admin fee / account holder | $3,925 | $5,469-28.2% | $6,752-41.9% | $6,260-37.3% |