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 | $145,262 | $95,266+52.5% | $82,389+76.3% | $142,382+2.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 10.00% | 25.74%-15.7pp | 28.67%-18.7pp | 217.08%-207.1pp |
| Employer contribution / active EE | $2,740 | $2,991-8.4% | $2,517+8.9% | $4,299-36.3% |
| Participant deferral / active EE | $13,773 | $4,809+186.4% | $4,155+231.5% | $6,507+111.6% |
| Admin fee / account holder | $893 | $8,563-89.6% | $7,231-87.6% | $12,624-92.9% |