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 | $118,681 | $53,822+120.5% | $75,696+56.8% | $85,850+38.2% |
| Participation rate | 95.3% | 69.1%+26.3pp | 74.8%+20.5pp | 69.3%+26.0pp |
| Annual return | 4.42% | 24.54%-20.1pp | 104.53%-100.1pp | 318.53%-314.1pp |
| Employer contribution / active EE | $4,296 | $2,017+113.0% | $2,743+56.6% | $2,565+67.5% |
| Participant deferral / active EE | $1,241 | $2,895-57.1% | $3,821-67.5% | $3,952-68.6% |
| Admin fee / account holder | $8,670 | $3,343+159.4% | $3,619+139.6% | $6,260+38.5% |