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 | $168,464 | $58,208+189.4% | $81,812+105.9% | $80,856+108.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 9.23% | 41.66%-32.4pp | 773.79%-764.6pp | 35.59%-26.4pp |
| Employer contribution / active EE | $4,481 | $2,340+91.5% | $2,912+53.8% | $2,755+62.6% |
| Participant deferral / active EE | $6,752 | $3,281+105.8% | $4,319+56.4% | $4,296+57.2% |
| Admin fee / account holder | $4,033 | $4,981-19.0% | $7,386-45.4% | $6,918-41.7% |