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 | $206,007 | $95,416+115.9% | $185,823+10.9% | $85,850+140.0% |
| Participation rate | 90.0% | 68.8%+21.2pp | 81.7%+8.3pp | 69.3%+20.7pp |
| Annual return | 10.94% | 23.59%-12.6pp | 122.05%-111.1pp | 318.53%-307.6pp |
| Employer contribution / active EE | $6,693 | $3,314+102.0% | $5,167+29.5% | $2,565+160.9% |
| Participant deferral / active EE | $11,232 | $3,423+228.1% | $5,568+101.7% | $3,952+184.2% |
| Admin fee / account holder | $554 | $7,213-92.3% | $16,237-96.6% | $6,260-91.2% |