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 | $93,883 | $65,365+43.6% | $92,893+1.1% | $72,985+28.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 8.40% | 42.10%-33.7pp | 109.41%-101.0pp | 81.00%-72.6pp |
| Employer contribution / active EE | $10,084 | $2,594+288.7% | $3,653+176.1% | $2,440+313.3% |
| Participant deferral / active EE | $5,548 | $3,128+77.3% | $4,236+31.0% | $3,607+53.8% |
| Admin fee / account holder | $1,426 | $4,251-66.5% | $5,794-75.4% | $5,124-72.2% |