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 | $174,377 | $109,881+58.7% | $150,045+16.2% | $84,808+105.6% |
| Participation rate | 84.0% | 76.1%+7.9pp | 82.3%+1.7pp | 68.3%+15.7pp |
| Annual return | 13.40% | 28.25%-14.8pp | 62.55%-49.1pp | 40.90%-27.5pp |
| Employer contribution / active EE | $5,821 | $3,561+63.5% | $4,693+24.0% | $2,631+121.3% |
| Participant deferral / active EE | $8,149 | $6,636+22.8% | $7,997+1.9% | $4,212+93.5% |
| Admin fee / account holder | $70,393 | $8,568+721.6% | $13,435+424.0% | $7,344+858.5% |