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 | $100,940 | $78,672+28.3% | $109,143-7.5% | $85,850+17.6% |
| Participation rate | 90.3% | 68.3%+22.0pp | 75.9%+14.4pp | 69.3%+21.0pp |
| Annual return | 10.42% | 25.09%-14.7pp | 25.75%-15.3pp | 318.53%-308.1pp |
| Employer contribution / active EE | $4,952 | $2,735+81.1% | $3,722+33.1% | $2,565+93.1% |
| Participant deferral / active EE | $9,194 | $3,467+165.2% | $4,653+97.6% | $3,952+132.7% |
| Admin fee / account holder | $1,029 | $5,469-81.2% | $6,752-84.8% | $6,260-83.6% |