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 | $171,886 | $72,071+138.5% | $68,368+151.4% | $137,256+25.2% |
| Participation rate | 91.3% | 76.2%+15.1pp | 73.8%+17.6pp | 80.0%+11.3pp |
| Annual return | 11.47% | 353.14%-341.7pp | 292.57%-281.1pp | 220.34%-208.9pp |
| Employer contribution / active EE | $7,788 | $2,788+179.4% | $2,649+194.0% | $4,156+87.4% |
| Participant deferral / active EE | $3,659 | $4,410-17.0% | $4,123-11.2% | $6,407-42.9% |
| Admin fee / account holder | $6,753 | $5,336+26.6% | $5,150+31.1% | $12,270-45.0% |