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 | $166,590 | $100,773+65.3% | $88,946+87.3% | $142,382+17.0% |
| Participation rate | 73.3% | 74.3%-1.0pp | 68.8%+4.5pp | 80.1%-6.8pp |
| Annual return | 10.25% | 70.18%-59.9pp | 57.82%-47.6pp | 217.08%-206.8pp |
| Employer contribution / active EE | $1,598 | $2,918-45.2% | $2,555-37.4% | $4,299-62.8% |
| Participant deferral / active EE | $6,393 | $5,230+22.2% | $4,581+39.6% | $6,507-1.7% |
| Admin fee / account holder | $13,856 | $9,693+42.9% | $8,261+67.7% | $12,624+9.8% |