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 | $211,144 | $80,717+161.6% | $154,803+36.4% | $84,808+149.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 12.19% | 37.96%-25.8pp | 58.88%-46.7pp | 40.90%-28.7pp |
| Employer contribution / active EE | $4,760 | $2,761+72.4% | $4,305+10.6% | $2,631+80.9% |
| Participant deferral / active EE | $3,642 | $3,303+10.3% | $5,540-34.3% | $4,212-13.5% |
| Admin fee / account holder | $1,549 | $6,746-77.0% | $14,329-89.2% | $7,344-78.9% |