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 | $185,902 | $74,888+148.2% | $71,209+161.1% | $142,382+30.6% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.1%+1.7pp |
| Annual return | 11.29% | 345.14%-333.9pp | 282.51%-271.2pp | 217.08%-205.8pp |
| Employer contribution / active EE | $2,389 | $2,854-16.3% | $2,721-12.2% | $4,299-44.4% |
| Participant deferral / active EE | $6,398 | $4,454+43.6% | $4,175+53.2% | $6,507-1.7% |
| Admin fee / account holder | $5,601 | $5,568+0.6% | $5,349+4.7% | $12,624-55.6% |