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 | $137,980 | $93,571+47.5% | $135,903+1.5% | $75,163+83.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 11.43% | 30.90%-19.5pp | 68.23%-56.8pp | 160.62%-149.2pp |
| Employer contribution / active EE | $2,958 | $3,537-16.4% | $4,856-39.1% | $2,670+10.8% |
| Participant deferral / active EE | $9,398 | $6,404+46.8% | $7,758+21.1% | $4,125+127.8% |
| Admin fee / account holder | $1,027 | $6,975-85.3% | $10,762-90.5% | $5,651-81.8% |