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 | $239,532 | $53,777+345.4% | $134,143+78.6% | $79,858+199.9% |
| Participation rate | 96.0% | 58.8%+37.2pp | 72.2%+23.8pp | 69.6%+26.4pp |
| Annual return | 9.21% | 19.01%-9.8pp | 36.33%-27.1pp | 31.71%-22.5pp |
| Employer contribution / active EE | $990 | $1,321-25.1% | $3,704-73.3% | $2,471-59.9% |
| Participant deferral / active EE | $8,414 | $2,420+247.7% | $3,499+140.5% | $3,740+125.0% |
| Admin fee / account holder | $7,978 | $3,984+100.2% | $6,684+19.4% | $5,306+50.3% |