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 | $144,512 | $63,861+126.3% | $104,607+38.1% | $79,858+81.0% |
| Participation rate | 90.0% | 64.9%+25.1pp | 74.1%+15.9pp | 69.6%+20.4pp |
| Annual return | 10.24% | 21.30%-11.1pp | 340.46%-330.2pp | 31.71%-21.5pp |
| Employer contribution / active EE | $2,955 | $1,588+86.1% | $2,681+10.2% | $2,471+19.6% |
| Participant deferral / active EE | $6,117 | $2,693+127.1% | $3,740+63.6% | $3,740+63.5% |
| Admin fee / account holder | $4,009 | $4,185-4.2% | $6,473-38.1% | $5,306-24.5% |