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 | $228,141 | $181,894+25.4% | $156,549+45.7% | $273,961-16.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -15.72% | 30.74%-46.5pp | 32.23%-47.9pp | 41.45%-57.2pp |
| Employer contribution / active EE | $8,546 | $6,248+36.8% | $5,501+55.3% | $4,869+75.5% |
| Participant deferral / active EE | $10,660 | $5,550+92.1% | $4,871+118.8% | $5,287+101.6% |
| Admin fee / account holder | $932 | $15,559-94.0% | $13,027-92.8% | $10,132-90.8% |