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 | $234,940 | $100,901+132.8% | $75,670+210.5% | $147,584+59.2% |
| Participation rate | 91.7% | 77.1%+14.5pp | 72.3%+19.3pp | 82.8%+8.8pp |
| Annual return | 3.74% | 35.78%-32.0pp | 27.34%-23.6pp | 578.55%-574.8pp |
| Employer contribution / active EE | $7,936 | $3,253+143.9% | $2,352+237.5% | $4,876+62.8% |
| Participant deferral / active EE | $11,910 | $4,027+195.7% | $3,142+279.0% | $5,439+119.0% |
| Admin fee / account holder | $1,218 | $11,285-89.2% | $5,800-79.0% | $10,885-88.8% |