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 | $162,141 | $94,338+71.9% | $100,534+61.3% | $142,382+13.9% |
| Participation rate | 95.7% | 81.7%+13.9pp | 80.6%+15.0pp | 80.1%+15.5pp |
| Annual return | 6.66% | 29.20%-22.5pp | 32.66%-26.0pp | 217.08%-210.4pp |
| Employer contribution / active EE | $10,195 | $4,237+140.6% | $4,346+134.6% | $4,299+137.1% |
| Participant deferral / active EE | $0 | $5,934-100.0% | $6,144-100.0% | $6,507-100.0% |
| Admin fee / account holder | $33,854 | $8,421+302.0% | $7,654+342.3% | $12,624+168.2% |