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 | $179,272 | $72,400+147.6% | $67,502+165.6% | $145,922+22.9% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 8.56% | 7182.46%-7173.9pp | 3512.12%-3503.6pp | 561.29%-552.7pp |
| Employer contribution / active EE | $2,364 | $3,069-23.0% | $2,731-13.4% | $4,660-49.3% |
| Participant deferral / active EE | $7,030 | $4,783+47.0% | $4,000+75.8% | $6,688+5.1% |
| Admin fee / account holder | $13,570 | $5,539+145.0% | $3,998+239.5% | $13,397+1.3% |