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 | $187,986 | $71,829+161.7% | $69,780+169.4% | $142,382+32.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 11.12% | 31.01%-19.9pp | 26.31%-15.2pp | 217.08%-206.0pp |
| Employer contribution / active EE | $12,449 | $4,385+183.9% | $4,168+198.7% | $4,299+189.6% |
| Participant deferral / active EE | $10,581 | $6,819+55.2% | $6,164+71.7% | $6,507+62.6% |
| Admin fee / account holder | $980 | $7,818-87.5% | $7,285-86.6% | $12,624-92.2% |