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 | $99,124 | $89,753+10.4% | $107,525-7.8% | $84,808+16.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 11.67% | 29.48%-17.8pp | 181.32%-169.6pp | 40.90%-29.2pp |
| Employer contribution / active EE | $9,478 | $3,113+204.4% | $3,754+152.5% | $2,631+260.2% |
| Participant deferral / active EE | $2,956 | $4,056-27.1% | $5,116-42.2% | $4,212-29.8% |
| Admin fee / account holder | $9,412 | $7,222+30.3% | $8,919+5.5% | $7,344+28.2% |