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 | $245,143 | $103,376+137.1% | $87,100+181.4% | $152,861+60.4% |
| Participation rate | 93.3% | 79.3%+14.0pp | 76.9%+16.5pp | 82.4%+10.9pp |
| Annual return | 5.46% | 28.10%-22.6pp | 28.19%-22.7pp | 345.32%-339.9pp |
| Employer contribution / active EE | $2,460 | $3,220-23.6% | $2,521-2.4% | $4,762-48.3% |
| Participant deferral / active EE | $7,610 | $4,778+59.3% | $4,049+88.0% | $5,850+30.1% |
| Admin fee / account holder | $4,167 | $12,205-65.9% | $7,497-44.4% | $11,596-64.1% |