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 | $173,243 | $74,888+131.3% | $71,209+143.3% | $142,382+21.7% |
| Participation rate | 81.0% | 76.2%+4.7pp | 73.8%+7.2pp | 80.1%+0.8pp |
| Annual return | 8.56% | 345.14%-336.6pp | 282.51%-273.9pp | 217.08%-208.5pp |
| Employer contribution / active EE | $2,056 | $2,854-28.0% | $2,721-24.4% | $4,299-52.2% |
| Participant deferral / active EE | $8,154 | $4,454+83.0% | $4,175+95.3% | $6,507+25.3% |
| Admin fee / account holder | $6,233 | $5,568+11.9% | $5,349+16.5% | $12,624-50.6% |