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 | $155,606 | $29,660+424.6% | $56,411+175.8% | $80,856+92.4% |
| Participation rate | 92.6% | 41.6%+50.9pp | 52.5%+40.1pp | 67.6%+25.0pp |
| Annual return | 8.81% | 35.23%-26.4pp | 1701.33%-1692.5pp | 35.59%-26.8pp |
| Employer contribution / active EE | $1,866 | $669+178.7% | $1,039+79.6% | $2,755-32.3% |
| Participant deferral / active EE | $3,652 | $1,226+197.9% | $1,952+87.1% | $4,296-15.0% |
| Admin fee / account holder | $9,737 | $2,428+301.1% | $2,829+244.2% | $6,918+40.7% |