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 7-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 | $248,561 | $127,065+95.6% | $113,168+119.6% | $142,382+74.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 9.59% | 24.03%-14.4pp | 24.27%-14.7pp | 217.08%-207.5pp |
| Employer contribution / active EE | $2,676 | $3,442-22.3% | $2,975-10.1% | $4,299-37.8% |
| Participant deferral / active EE | $20,906 | $5,716+265.7% | $5,107+309.4% | $6,507+221.3% |
| Admin fee / account holder | $747 | $15,736-95.3% | $12,068-93.8% | $12,624-94.1% |