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 6-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 | $144,802 | $72,071+100.9% | $68,368+111.8% | $137,256+5.5% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.0%-10.0pp |
| Annual return | 8.28% | 353.14%-344.9pp | 292.57%-284.3pp | 220.34%-212.1pp |
| Employer contribution / active EE | $5,417 | $2,788+94.3% | $2,649+104.5% | $4,156+30.3% |
| Participant deferral / active EE | $16,054 | $4,410+264.0% | $4,123+289.4% | $6,407+150.6% |
| Admin fee / account holder | $4,025 | $5,336-24.6% | $5,150-21.8% | $12,270-67.2% |