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 | $181,607 | $72,492+150.5% | $87,100+108.5% | $72,985+148.8% |
| Participation rate | 90.5% | 72.8%+17.7pp | 76.9%+13.6pp | 69.5%+21.0pp |
| Annual return | 4.81% | 24.46%-19.7pp | 28.19%-23.4pp | 81.00%-76.2pp |
| Employer contribution / active EE | $6,737 | $1,894+255.7% | $2,521+167.2% | $2,440+176.1% |
| Participant deferral / active EE | $10,009 | $3,270+206.1% | $4,049+147.2% | $3,607+177.4% |
| Admin fee / account holder | $938 | $5,055-81.4% | $7,497-87.5% | $5,124-81.7% |