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 | $200,872 | $155,788+28.9% | $124,672+61.1% | $167,490+19.9% |
| Participation rate | 84.6% | 81.1%+3.5pp | 74.6%+10.0pp | 82.1%+2.5pp |
| Annual return | 6.38% | 17.97%-11.6pp | 5142.93%-5136.6pp | 478.56%-472.2pp |
| Employer contribution / active EE | $2,639 | $4,163-36.6% | $3,324-20.6% | $4,837-45.4% |
| Participant deferral / active EE | $4,224 | $5,673-25.5% | $4,614-8.5% | $6,341-33.4% |
| Admin fee / account holder | $40,170 | $9,531+321.5% | $7,493+436.1% | $12,309+226.3% |