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 | $232,567 | $148,534+56.6% | $135,903+71.1% | $139,434+66.8% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 11.49% | 79.19%-67.7pp | 68.23%-56.7pp | 372.94%-361.5pp |
| Employer contribution / active EE | $1,751 | $5,243-66.6% | $4,856-63.9% | $4,751-63.1% |
| Participant deferral / active EE | $14,621 | $8,100+80.5% | $7,758+88.5% | $6,710+117.9% |
| Admin fee / account holder | $10,128 | $12,400-18.3% | $10,762-5.9% | $11,403-11.2% |