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 | $180,451 | $115,770+55.9% | $101,248+78.2% | $158,922+13.5% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | 1.23% | 56.14%-54.9pp | 46.47%-45.2pp | 302.83%-301.6pp |
| Employer contribution / active EE | $1,628 | $4,175-61.0% | $3,660-55.5% | $4,761-65.8% |
| Participant deferral / active EE | $3,450 | $4,957-30.4% | $4,370-21.0% | $5,982-42.3% |
| Admin fee / account holder | $7,234 | $7,245-0.2% | $5,945+21.7% | $11,246-35.7% |