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 | $244,061 | $149,040+63.8% | $120,225+103.0% | $137,256+77.8% |
| Participation rate | 80.0% | 75.4%+4.6pp | 69.6%+10.4pp | 80.0%0pp |
| Annual return | 5.52% | 605.68%-600.2pp | 439.23%-433.7pp | 220.34%-214.8pp |
| Employer contribution / active EE | $2,956 | $4,350-32.0% | $3,475-14.9% | $4,156-28.9% |
| Participant deferral / active EE | $4,537 | $4,655-2.5% | $3,999+13.5% | $6,407-29.2% |
| Admin fee / account holder | $15,118 | $6,348+138.2% | $5,696+165.4% | $12,270+23.2% |