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 | $205,080 | $89,753+128.5% | $107,525+90.7% | $84,808+141.8% |
| Participation rate | 80.6% | 68.1%+12.6pp | 75.1%+5.6pp | 68.3%+12.3pp |
| Annual return | 8.06% | 29.48%-21.4pp | 181.32%-173.3pp | 40.90%-32.8pp |
| Employer contribution / active EE | $3,102 | $3,113-0.4% | $3,754-17.4% | $2,631+17.9% |
| Participant deferral / active EE | $5,260 | $4,056+29.7% | $5,116+2.8% | $4,212+24.9% |
| Admin fee / account holder | $30,609 | $7,222+323.8% | $8,919+243.2% | $7,344+316.8% |