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 | $236,720 | $103,966+127.7% | $112,887+109.7% | $75,163+214.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 10.37% | 24.54%-14.2pp | 34.10%-23.7pp | 160.62%-150.2pp |
| Employer contribution / active EE | $12,719 | $3,870+228.6% | $4,563+178.7% | $2,670+376.4% |
| Participant deferral / active EE | $6,474 | $5,456+18.7% | $6,513-0.6% | $4,125+56.9% |
| Admin fee / account holder | $63,022 | $7,663+722.4% | $7,047+794.3% | $5,651+1015.2% |