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 | $88,574 | $80,673+9.8% | $101,326-12.6% | $84,808+4.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 14.12% | 38.95%-24.8pp | 36.82%-22.7pp | 40.90%-26.8pp |
| Employer contribution / active EE | $5,466 | $2,698+102.6% | $3,665+49.1% | $2,631+107.8% |
| Participant deferral / active EE | $5,242 | $6,840-23.4% | $7,994-34.4% | $4,212+24.5% |
| Admin fee / account holder | $24,998 | $12,784+95.5% | $11,185+123.5% | $7,344+240.4% |