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 | $226,404 | $84,233+168.8% | $170,442+32.8% | $70,131+222.8% |
| Participation rate | 90.3% | 70.8%+19.5pp | 83.6%+6.7pp | 69.5%+20.8pp |
| Annual return | 11.01% | 23.06%-12.1pp | 205.93%-194.9pp | 73.14%-62.1pp |
| Employer contribution / active EE | $9,022 | $3,387+166.4% | $5,433+66.1% | $2,342+285.2% |
| Participant deferral / active EE | $5,815 | $3,086+88.4% | $4,939+17.7% | $3,332+74.5% |
| Admin fee / account holder | $105,171 | $5,698+1745.8% | $13,880+657.7% | $4,645+2164.0% |