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 | $206,384 | $57,541+258.7% | $95,745+115.6% | $75,163+174.6% |
| Participation rate | 94.3% | 62.5%+31.8pp | 72.3%+22.0pp | 67.2%+27.1pp |
| Annual return | 13.18% | 34.93%-21.7pp | 28.35%-15.2pp | 160.62%-147.4pp |
| Employer contribution / active EE | $3,646 | $1,808+101.7% | $2,835+28.6% | $2,670+36.5% |
| Participant deferral / active EE | $10,036 | $3,074+226.5% | $4,245+136.4% | $4,125+143.3% |
| Admin fee / account holder | $5,091 | $4,099+24.2% | $5,678-10.3% | $5,651-9.9% |