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 | $122,338 | $99,877+22.5% | $84,966+44.0% | $145,922-16.2% |
| Participation rate | 90.0% | 74.1%+15.9pp | 67.5%+22.5pp | 80.3%+9.7pp |
| Annual return | 6.59% | 83.76%-77.2pp | 66.38%-59.8pp | 561.29%-554.7pp |
| Employer contribution / active EE | $19,264 | $3,231+496.2% | $2,727+606.4% | $4,660+313.4% |
| Participant deferral / active EE | $19,981 | $5,291+277.7% | $4,519+342.1% | $6,688+198.8% |
| Admin fee / account holder | $3,299 | $7,248-54.5% | $6,149-46.3% | $13,397-75.4% |