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 | $225,529 | $109,881+105.2% | $150,045+50.3% | $84,808+165.9% |
| Participation rate | 88.0% | 76.1%+11.9pp | 82.3%+5.7pp | 68.3%+19.7pp |
| Annual return | 13.24% | 28.25%-15.0pp | 62.55%-49.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $16,493 | $6,636+148.5% | $7,997+106.2% | $4,212+291.6% |
| Admin fee / account holder | $2,234 | $8,568-73.9% | $13,435-83.4% | $7,344-69.6% |