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 | $172,468 | $45,073+282.6% | $69,455+148.3% | $72,985+136.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 4.76% | 22.65%-17.9pp | 28.97%-24.2pp | 81.00%-76.2pp |
| Employer contribution / active EE | $10,898 | $2,054+430.6% | $2,779+292.1% | $2,440+346.7% |
| Participant deferral / active EE | $7,327 | $2,602+181.6% | $3,535+107.3% | $3,607+103.1% |
| Admin fee / account holder | $4,396 | $3,056+43.9% | $3,839+14.5% | $5,124-14.2% |