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 | $145,507 | $84,233+72.7% | $170,442-14.6% | $70,131+107.5% |
| Participation rate | 96.3% | 70.8%+25.5pp | 83.6%+12.7pp | 69.5%+26.8pp |
| Annual return | 6.94% | 23.06%-16.1pp | 205.93%-199.0pp | 73.14%-66.2pp |
| Employer contribution / active EE | $2,593 | $3,387-23.4% | $5,433-52.3% | $2,342+10.7% |
| Participant deferral / active EE | $6,219 | $3,086+101.5% | $4,939+25.9% | $3,332+86.7% |
| Admin fee / account holder | $11,049 | $5,698+93.9% | $13,880-20.4% | $4,645+137.9% |