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 | $161,734 | $65,365+147.4% | $92,893+74.1% | $72,985+121.6% |
| Participation rate | 76.0% | 68.3%+7.7pp | 76.0%0pp | 69.5%+6.5pp |
| Annual return | 15.61% | 42.10%-26.5pp | 109.41%-93.8pp | 81.00%-65.4pp |
| Employer contribution / active EE | $9,183 | $2,594+254.0% | $3,653+151.4% | $2,440+276.4% |
| Participant deferral / active EE | $1,521 | $3,128-51.4% | $4,236-64.1% | $3,607-57.8% |
| Admin fee / account holder | $12,076 | $4,251+184.1% | $5,794+108.4% | $5,124+135.7% |