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 8-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 | $119,660 | $78,705+52.0% | $117,854+1.5% | $70,131+70.6% |
| Participation rate | 95.2% | 73.2%+22.0pp | 79.7%+15.6pp | 69.5%+25.7pp |
| Annual return | 11.50% | 23.30%-11.8pp | 335.08%-323.6pp | 73.14%-61.6pp |
| Employer contribution / active EE | $2,246 | $2,223+1.0% | $3,786-40.7% | $2,342-4.1% |
| Participant deferral / active EE | $6,095 | $3,297+84.9% | $4,482+36.0% | $3,332+83.0% |
| Admin fee / account holder | $10,661 | $5,065+110.5% | $8,020+32.9% | $4,645+129.5% |