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 | $130,946 | $63,346+106.7% | $92,233+42.0% | $70,131+86.7% |
| Participation rate | 70.4% | 68.7%+1.7pp | 76.5%-6.1pp | 69.5%+0.8pp |
| Annual return | 9.06% | 530.12%-521.1pp | 176.28%-167.2pp | 73.14%-64.1pp |
| Employer contribution / active EE | $2,283 | $2,471-7.6% | $3,679-38.0% | $2,342-2.5% |
| Participant deferral / active EE | $4,045 | $2,854+41.7% | $3,897+3.8% | $3,332+21.4% |
| Admin fee / account holder | $5,145 | $3,840+34.0% | $5,194-0.9% | $4,645+10.8% |