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 | $155,064 | $53,516+189.8% | $126,539+22.5% | $84,808+82.8% |
| Participation rate | 76.7% | 58.2%+18.4pp | 69.8%+6.8pp | 68.3%+8.4pp |
| Annual return | 5.43% | 58.34%-52.9pp | 425.95%-420.5pp | 40.90%-35.5pp |
| Employer contribution / active EE | $379 | $1,535-75.3% | $3,674-89.7% | $2,631-85.6% |
| Participant deferral / active EE | $13,851 | $2,671+418.6% | $4,083+239.3% | $4,212+228.9% |
| Admin fee / account holder | $8,975 | $4,497+99.6% | $6,065+48.0% | $7,344+22.2% |