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 | $119,836 | $48,046+149.4% | $84,611+41.6% | $72,985+64.2% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 6.44% | 37.38%-30.9pp | 258.74%-252.3pp | 81.00%-74.6pp |
| Employer contribution / active EE | $1,993 | $1,602+24.4% | $2,652-24.8% | $2,440-18.3% |
| Participant deferral / active EE | $3,718 | $2,680+38.7% | $3,899-4.6% | $3,607+3.1% |
| Admin fee / account holder | $2,994 | $3,395-11.8% | $4,912-39.0% | $5,124-41.6% |