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 | $244,353 | $148,534+64.5% | $135,903+79.8% | $139,434+75.2% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 9.52% | 79.19%-69.7pp | 68.23%-58.7pp | 372.94%-363.4pp |
| Employer contribution / active EE | $1,877 | $5,243-64.2% | $4,856-61.3% | $4,751-60.5% |
| Participant deferral / active EE | $15,678 | $8,100+93.5% | $7,758+102.1% | $6,710+133.6% |
| Admin fee / account holder | $849 | $12,400-93.2% | $10,762-92.1% | $11,403-92.6% |