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 | $173,851 | $103,376+68.2% | $87,100+99.6% | $152,861+13.7% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.9%+13.1pp | 82.4%+7.6pp |
| Annual return | 1.87% | 28.10%-26.2pp | 28.19%-26.3pp | 345.32%-343.4pp |
| Employer contribution / active EE | $7,633 | $3,220+137.0% | $2,521+202.8% | $4,762+60.3% |
| Participant deferral / active EE | $6,099 | $4,778+27.7% | $4,049+50.6% | $5,850+4.3% |
| Admin fee / account holder | $1,154 | $12,205-90.5% | $7,497-84.6% | $11,596-90.1% |