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 | $170,704 | $110,261+54.8% | $95,745+78.3% | $139,434+22.4% |
| Participation rate | 81.0% | 75.8%+5.2pp | 72.3%+8.7pp | 80.3%+0.6pp |
| Annual return | 5.03% | 27.11%-22.1pp | 28.35%-23.3pp | 372.94%-367.9pp |
| Employer contribution / active EE | $1,458 | $3,257-55.2% | $2,835-48.6% | $4,751-69.3% |
| Participant deferral / active EE | $4,394 | $4,676-6.0% | $4,245+3.5% | $6,710-34.5% |
| Admin fee / account holder | $13,096 | $6,613+98.0% | $5,678+130.6% | $11,403+14.8% |