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 | $119,936 | $142,405-15.8% | $115,157+4.2% | $152,861-21.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 5.81% | 41.48%-35.7pp | 35.60%-29.8pp | 345.32%-339.5pp |
| Employer contribution / active EE | $3,980 | $4,010-0.7% | $3,179+25.2% | $4,762-16.4% |
| Participant deferral / active EE | $4,608 | $5,164-10.8% | $4,168+10.5% | $5,850-21.2% |
| Admin fee / account holder | $1,758 | $8,462-79.2% | $7,088-75.2% | $11,596-84.8% |