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 | $146,209 | $60,124+143.2% | $90,404+61.7% | $79,858+83.1% |
| Participation rate | 81.0% | 65.0%+16.0pp | 72.7%+8.3pp | 69.6%+11.3pp |
| Annual return | 7.94% | 71.94%-64.0pp | 1293.02%-1285.1pp | 31.71%-23.8pp |
| Employer contribution / active EE | $2,740 | $2,068+32.5% | $3,262-16.0% | $2,471+10.9% |
| Participant deferral / active EE | $5,520 | $2,938+87.9% | $3,963+39.3% | $3,740+47.6% |
| Admin fee / account holder | $6,480 | $3,976+63.0% | $5,611+15.5% | $5,306+22.1% |