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 | $105,188 | $93,170+12.9% | $100,534+4.6% | $84,808+24.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.6%+19.4pp | 68.3%+31.7pp |
| Annual return | 12.67% | 47.13%-34.5pp | 32.66%-20.0pp | 40.90%-28.2pp |
| Employer contribution / active EE | $3,102 | $3,985-22.1% | $4,346-28.6% | $2,631+17.9% |
| Participant deferral / active EE | $5,126 | $5,699-10.0% | $6,144-16.6% | $4,212+21.7% |
| Admin fee / account holder | $1,358 | $7,382-81.6% | $7,654-82.3% | $7,344-81.5% |