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 | $179,517 | $71,050+152.7% | $93,606+91.8% | $80,856+122.0% |
| Participation rate | 85.7% | 60.4%+25.3pp | 68.7%+17.0pp | 67.6%+18.1pp |
| Annual return | 4.57% | 11.26%-6.7pp | 133.20%-128.6pp | 35.59%-31.0pp |
| Employer contribution / active EE | $9,710 | $1,564+521.0% | $2,420+301.3% | $2,755+252.5% |
| Participant deferral / active EE | $5,901 | $4,034+46.3% | $4,411+33.8% | $4,296+37.4% |
| Admin fee / account holder | $2,138 | $6,945-69.2% | $8,285-74.2% | $6,918-69.1% |