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 | $129,355 | $58,694+120.4% | $142,863-9.5% | $85,850+50.7% |
| Participation rate | 72.9% | 58.5%+14.4pp | 71.9%+0.9pp | 69.3%+3.5pp |
| Annual return | 11.32% | 27.72%-16.4pp | 5637.54%-5626.2pp | 318.53%-307.2pp |
| Employer contribution / active EE | $1,667 | $1,423+17.2% | $4,144-59.8% | $2,565-35.0% |
| Participant deferral / active EE | $2,666 | $2,607+2.2% | $3,837-30.5% | $3,952-32.5% |
| Admin fee / account holder | $2,366 | $4,239-44.2% | $6,560-63.9% | $6,260-62.2% |