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 | $156,759 | $81,248+92.9% | $155,509+0.8% | $80,856+93.9% |
| Participation rate | 92.3% | 66.2%+26.1pp | 78.2%+14.1pp | 67.6%+24.7pp |
| Annual return | 10.32% | 33.31%-23.0pp | 64.67%-54.3pp | 35.59%-25.3pp |
| Employer contribution / active EE | $10,137 | $3,100+227.0% | $4,672+116.9% | $2,755+268.0% |
| Participant deferral / active EE | $7,040 | $3,452+104.0% | $5,626+25.1% | $4,296+63.9% |
| Admin fee / account holder | $28,578 | $7,997+257.3% | $15,912+79.6% | $6,918+313.1% |