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 | $200,896 | $60,349+232.9% | $74,183+170.8% | $62,891+219.4% |
| Participation rate | 96.4% | 72.7%+23.7pp | 76.6%+19.8pp | 69.3%+27.1pp |
| Annual return | 2.34% | 21.37%-19.0pp | 17.74%-15.4pp | 20.14%-17.8pp |
| Employer contribution / active EE | $7,689 | $1,680+357.6% | $2,370+224.4% | $2,281+237.1% |
| Participant deferral / active EE | $7,332 | $2,856+156.7% | $3,550+106.6% | $3,203+128.9% |
| Admin fee / account holder | $6,885 | $4,261+61.6% | $5,586+23.3% | $4,296+60.3% |