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 | $110,812 | $72,277+53.3% | $101,248+9.4% | $79,858+38.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 6.08% | 22.30%-16.2pp | 46.47%-40.4pp | 31.71%-25.6pp |
| Employer contribution / active EE | $9,307 | $2,692+245.8% | $3,660+154.3% | $2,471+276.7% |
| Participant deferral / active EE | $7,513 | $3,282+128.9% | $4,370+71.9% | $3,740+100.9% |
| Admin fee / account holder | $4,046 | $4,400-8.1% | $5,945-32.0% | $5,306-23.8% |