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 | $134,537 | $89,355+50.6% | $141,162-4.7% | $72,985+84.3% |
| Participation rate | 91.2% | 75.1%+16.1pp | 82.5%+8.7pp | 69.5%+21.7pp |
| Annual return | 17.13% | 111.85%-94.7pp | 71.39%-54.3pp | 81.00%-63.9pp |
| Employer contribution / active EE | $6,147 | $3,114+97.4% | $4,735+29.8% | $2,440+151.9% |
| Participant deferral / active EE | $6,920 | $5,418+27.7% | $6,709+3.1% | $3,607+91.8% |
| Admin fee / account holder | $4,206 | $5,958-29.4% | $10,261-59.0% | $5,124-17.9% |