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 | $160,615 | $58,627+174.0% | $76,735+109.3% | $82,448+94.8% |
| Participation rate | 84.6% | 63.2%+21.4pp | 69.5%+15.1pp | 68.1%+16.5pp |
| Annual return | 11.95% | 39.10%-27.2pp | 29.77%-17.8pp | 41.64%-29.7pp |
| Employer contribution / active EE | $7,611 | $1,729+340.1% | $2,454+210.1% | $2,551+198.3% |
| Participant deferral / active EE | $4,444 | $3,134+41.8% | $4,088+8.7% | $4,139+7.4% |
| Admin fee / account holder | $55,111 | $5,323+935.4% | $7,189+666.6% | $7,234+661.8% |