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 | $127,305 | $127,065+0.2% | $113,168+12.5% | $142,382-10.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 7.84% | 24.03%-16.2pp | 24.27%-16.4pp | 217.08%-209.2pp |
| Employer contribution / active EE | $16,136 | $3,442+368.8% | $2,975+442.4% | $4,299+275.3% |
| Participant deferral / active EE | $7,359 | $5,716+28.7% | $5,107+44.1% | $6,507+13.1% |
| Admin fee / account holder | $789 | $15,736-95.0% | $12,068-93.5% | $12,624-93.7% |