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 | $125,769 | $65,365+92.4% | $92,893+35.4% | $72,985+72.3% |
| Participation rate | 85.3% | 68.3%+17.0pp | 76.0%+9.3pp | 69.5%+15.8pp |
| Annual return | 11.26% | 42.10%-30.8pp | 109.41%-98.2pp | 81.00%-69.7pp |
| Employer contribution / active EE | $3,286 | $2,594+26.7% | $3,653-10.0% | $2,440+34.7% |
| Participant deferral / active EE | $8,129 | $3,128+159.8% | $4,236+91.9% | $3,607+125.3% |
| Admin fee / account holder | $9,478 | $4,251+122.9% | $5,794+63.6% | $5,124+85.0% |