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 | $137,934 | $77,899+77.1% | $149,673-7.8% | $75,163+83.5% |
| Participation rate | 96.7% | 65.6%+31.1pp | 78.8%+17.9pp | 67.2%+29.5pp |
| Annual return | 12.11% | 31.72%-19.6pp | 134.42%-122.3pp | 160.62%-148.5pp |
| Employer contribution / active EE | $12,700 | $3,137+304.8% | $4,818+163.6% | $2,670+375.7% |
| Participant deferral / active EE | $5,503 | $3,411+61.3% | $5,680-3.1% | $4,125+33.4% |
| Admin fee / account holder | $9,725 | $5,956+63.3% | $13,210-26.4% | $5,651+72.1% |