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 | $183,552 | $91,190+101.3% | $178,490+2.8% | $79,858+129.8% |
| Participation rate | 96.9% | 69.2%+27.7pp | 81.9%+15.0pp | 69.6%+27.2pp |
| Annual return | 6.51% | 24.19%-17.7pp | 151.07%-144.6pp | 31.71%-25.2pp |
| Employer contribution / active EE | $5,300 | $3,256+62.8% | $5,011+5.8% | $2,471+114.5% |
| Participant deferral / active EE | $4,486 | $3,236+38.6% | $5,202-13.8% | $3,740+19.9% |
| Admin fee / account holder | $11,672 | $6,751+72.9% | $13,984-16.5% | $5,306+120.0% |