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 | $219,806 | $85,766+156.3% | $136,294+61.3% | $70,131+213.4% |
| Participation rate | 81.5% | 74.2%+7.3pp | 81.9%-0.4pp | 69.5%+11.9pp |
| Annual return | 13.90% | 31.45%-17.6pp | 5155.94%-5142.0pp | 73.14%-59.2pp |
| Employer contribution / active EE | $2,231 | $2,966-24.8% | $4,695-52.5% | $2,342-4.8% |
| Participant deferral / active EE | $4,590 | $5,051-9.1% | $6,247-26.5% | $3,332+37.8% |
| Admin fee / account holder | $3,387 | $5,420-37.5% | $9,243-63.4% | $4,645-27.1% |