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 | $122,270 | $54,541+124.2% | $78,778+55.2% | $70,131+74.3% |
| Participation rate | 97.3% | 60.8%+36.5pp | 69.2%+28.1pp | 69.5%+27.8pp |
| Annual return | 5.29% | 21.07%-15.8pp | 35.62%-30.3pp | 73.14%-67.8pp |
| Employer contribution / active EE | $13,277 | $1,089+1119.8% | $1,986+568.7% | $2,342+466.8% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $8,135 | $3,709+119.4% | $5,134+58.5% | $4,645+75.1% |