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 | $167,682 | $47,848+250.4% | $81,478+105.8% | $70,131+139.1% |
| Participation rate | 97.1% | 58.3%+38.8pp | 68.0%+29.1pp | 69.5%+27.5pp |
| Annual return | 2.09% | 27.25%-25.2pp | 38.78%-36.7pp | 73.14%-71.0pp |
| Employer contribution / active EE | $8,146 | $1,527+433.4% | $2,568+217.2% | $2,342+247.7% |
| Participant deferral / active EE | $10,324 | $2,453+320.9% | $3,537+191.9% | $3,332+209.9% |
| Admin fee / account holder | $2,860 | $3,145-9.1% | $4,561-37.3% | $4,645-38.4% |