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 | $242,617 | $123,793+96.0% | $177,821+36.4% | $79,858+203.8% |
| Participation rate | 74.2% | 84.7%-10.5pp | 87.7%-13.5pp | 69.6%+4.6pp |
| Annual return | 8.31% | 22.82%-14.5pp | 48.32%-40.0pp | 31.71%-23.4pp |
| Employer contribution / active EE | $5,827 | $4,095+42.3% | $5,918-1.5% | $2,471+135.8% |
| Participant deferral / active EE | $11,978 | $5,956+101.1% | $7,714+55.3% | $3,740+220.3% |
| Admin fee / account holder | $932 | $7,243-87.1% | $12,427-92.5% | $5,306-82.4% |