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 | $148,689 | $30,400+389.1% | $53,898+175.9% | $84,808+75.3% |
| Participation rate | 77.8% | 46.4%+31.3pp | 55.0%+22.8pp | 68.3%+9.5pp |
| Annual return | 14.32% | 500.19%-485.9pp | 528.60%-514.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $816 | $603+35.4% | $932-12.4% | $2,631-69.0% |
| Participant deferral / active EE | $5,490 | $1,199+358.0% | $1,826+200.6% | $4,212+30.3% |
| Admin fee / account holder | $2,027 | $1,993+1.7% | $2,491-18.6% | $7,344-72.4% |