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 | $71,057+152.6% | $93,654+91.7% | $80,874+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 | 133.34%-128.8pp | 35.62%-31.0pp |
| Employer contribution / active EE | $9,710 | $1,564+520.9% | $2,421+301.1% | $2,756+252.4% |
| Participant deferral / active EE | $5,901 | $4,034+46.3% | $4,413+33.7% | $4,297+37.3% |
| Admin fee / account holder | $2,138 | $6,944-69.2% | $8,282-74.2% | $6,935-69.2% |