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 | $233,450 | $124,319+87.8% | $111,297+109.8% | $167,490+39.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 7.82% | 37.44%-29.6pp | 54.65%-46.8pp | 478.56%-470.7pp |
| Employer contribution / active EE | $3,625 | $3,435+5.5% | $2,731+32.7% | $4,837-25.1% |
| Participant deferral / active EE | $7,520 | $5,180+45.2% | $4,487+67.6% | $6,341+18.6% |
| Admin fee / account holder | $8,094 | $10,618-23.8% | $7,964+1.6% | $12,309-34.2% |