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 | $145,026 | $63,703+127.7% | $93,063+55.8% | $82,448+75.9% |
| Participation rate | 92.9% | 63.8%+29.0pp | 72.1%+20.7pp | 68.1%+24.8pp |
| Annual return | 11.16% | -775.43%+786.6pp | 34.15%-23.0pp | 41.64%-30.5pp |
| Employer contribution / active EE | $9,225 | $1,729+433.7% | $2,476+272.5% | $2,551+261.6% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,958-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,932 | $5,982-67.7% | $6,033-68.0% | $7,234-73.3% |