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 | $124,642 | $89,355+39.5% | $141,162-11.7% | $72,985+70.8% |
| Participation rate | 92.0% | 75.1%+16.9pp | 82.5%+9.5pp | 69.5%+22.5pp |
| Annual return | 5.28% | 111.85%-106.6pp | 71.39%-66.1pp | 81.00%-75.7pp |
| Employer contribution / active EE | $3,942 | $3,114+26.6% | $4,735-16.7% | $2,440+61.6% |
| Participant deferral / active EE | $4,938 | $5,418-8.9% | $6,709-26.4% | $3,607+36.9% |
| Admin fee / account holder | $1,796 | $5,958-69.9% | $10,261-82.5% | $5,124-65.0% |