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 | $60,338 | $81,625-26.1% | $167,512-64.0% | $74,304-18.8% |
| Participation rate | 85.3% | 60.0%+25.3pp | 77.1%+8.2pp | 60.3%+24.9pp |
| Annual return | 13.73% | 26.09%-12.4pp | 1615.79%-1602.1pp | 29.43%-15.7pp |
| Employer contribution / active EE | $7,624 | $2,010+279.3% | $3,882+96.4% | $2,241+240.2% |
| Participant deferral / active EE | $5,245 | $4,115+27.5% | $6,405-18.1% | $3,767+39.2% |
| Admin fee / account holder | $8,933 | $3,474+157.1% | $9,769-8.6% | $2,969+200.9% |