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 | $164,039 | $125,758+30.4% | $169,993-3.5% | $75,163+118.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 12.64% | 27.20%-14.6pp | 53.37%-40.7pp | 160.62%-148.0pp |
| Employer contribution / active EE | $2,237 | $4,615-51.5% | $6,785-67.0% | $2,670-16.2% |
| Participant deferral / active EE | $5,290 | $6,837-22.6% | $10,408-49.2% | $4,125+28.2% |
| Admin fee / account holder | $5,348 | $8,173-34.6% | $12,815-58.3% | $5,651-5.4% |