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 | $149,010 | $85,766+73.7% | $136,294+9.3% | $70,131+112.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 13.54% | 31.45%-17.9pp | 5155.94%-5142.4pp | 73.14%-59.6pp |
| Employer contribution / active EE | $6,866 | $2,966+131.5% | $4,695+46.2% | $2,342+193.1% |
| Participant deferral / active EE | $3,659 | $5,051-27.6% | $6,247-41.4% | $3,332+9.8% |
| Admin fee / account holder | $3,725 | $5,420-31.3% | $9,243-59.7% | $4,645-19.8% |