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 | $171,036 | $89,753+90.6% | $107,525+59.1% | $84,808+101.7% |
| Participation rate | 96.6% | 68.1%+28.5pp | 75.1%+21.5pp | 68.3%+28.2pp |
| Annual return | 11.61% | 29.48%-17.9pp | 181.32%-169.7pp | 40.90%-29.3pp |
| Employer contribution / active EE | $3,795 | $3,113+21.9% | $3,754+1.1% | $2,631+44.2% |
| Participant deferral / active EE | $7,386 | $4,056+82.1% | $5,116+44.4% | $4,212+75.4% |
| Admin fee / account holder | $74,420 | $7,222+930.4% | $8,919+734.4% | $7,344+913.4% |