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 | $240,690 | $99,877+141.0% | $84,966+183.3% | $145,922+64.9% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 3.59% | 83.76%-80.2pp | 66.38%-62.8pp | 561.29%-557.7pp |
| Employer contribution / active EE | $6,246 | $3,231+93.3% | $2,727+129.0% | $4,660+34.0% |
| Participant deferral / active EE | $18,264 | $5,291+245.2% | $4,519+304.1% | $6,688+173.1% |
| Admin fee / account holder | $1,117 | $7,248-84.6% | $6,149-81.8% | $13,397-91.7% |