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 | $156,349 | $79,944+95.6% | $98,439+58.8% | $75,163+108.0% |
| Participation rate | 82.1% | 70.4%+11.8pp | 75.2%+7.0pp | 67.2%+15.0pp |
| Annual return | 12.04% | 19.75%-7.7pp | 21.16%-9.1pp | 160.62%-148.6pp |
| Employer contribution / active EE | $8,587 | $2,264+279.3% | $3,048+181.7% | $2,670+221.6% |
| Participant deferral / active EE | $8,655 | $3,752+130.7% | $4,738+82.7% | $4,125+109.8% |
| Admin fee / account holder | $30,874 | $6,840+351.4% | $8,948+245.1% | $5,651+446.4% |