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 | $158,822 | $110,257+44.0% | $96,544+64.5% | $139,434+13.9% |
| Participation rate | 90.5% | 78.1%+12.4pp | 76.0%+14.5pp | 80.3%+10.2pp |
| Annual return | 8.15% | 26.32%-18.2pp | 25.84%-17.7pp | 372.94%-364.8pp |
| Employer contribution / active EE | $2,993 | $3,620-17.3% | $2,965+1.0% | $4,751-37.0% |
| Participant deferral / active EE | $9,399 | $5,548+69.4% | $4,851+93.8% | $6,710+40.1% |
| Admin fee / account holder | $64,534 | $11,591+456.7% | $8,252+682.0% | $11,403+466.0% |