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 | $78,463 | $81,233-3.4% | $155,567-49.6% | $80,874-3.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 9.12% | 33.33%-24.2pp | 64.74%-55.6pp | 35.62%-26.5pp |
| Employer contribution / active EE | $5,842 | $3,101+88.4% | $4,674+25.0% | $2,756+112.0% |
| Participant deferral / active EE | $4,881 | $3,452+41.4% | $5,628-13.3% | $4,297+13.6% |
| Admin fee / account holder | $695 | $7,998-91.3% | $15,916-95.6% | $6,935-90.0% |