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 | $178,530 | $58,208+206.7% | $81,812+118.2% | $80,856+120.8% |
| Participation rate | 72.7% | 63.4%+9.3pp | 72.3%+0.4pp | 67.6%+5.1pp |
| Annual return | 10.26% | 41.66%-31.4pp | 773.79%-763.5pp | 35.59%-25.3pp |
| Employer contribution / active EE | $3,020 | $2,340+29.0% | $2,912+3.7% | $2,755+9.6% |
| Participant deferral / active EE | $6,994 | $3,281+113.2% | $4,319+62.0% | $4,296+62.8% |
| Admin fee / account holder | $6,611 | $4,981+32.7% | $7,386-10.5% | $6,918-4.4% |