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 | $151,714 | $99,020+53.2% | $86,590+75.2% | $147,584+2.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 6.48% | 1312.34%-1305.9pp | 964.84%-958.4pp | 578.55%-572.1pp |
| Employer contribution / active EE | $3,571 | $3,132+14.0% | $2,839+25.8% | $4,876-26.8% |
| Participant deferral / active EE | $10,291 | $3,972+159.1% | $3,609+185.2% | $5,439+89.2% |
| Admin fee / account holder | $1,721 | $5,710-69.9% | $4,906-64.9% | $10,885-84.2% |