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 | $207,060 | $117,381+76.4% | $99,443+108.2% | $152,861+35.5% |
| Participation rate | 71.4% | 77.5%-6.1pp | 73.8%-2.4pp | 82.4%-11.0pp |
| Annual return | 4.19% | 31.87%-27.7pp | 30.72%-26.5pp | 345.32%-341.1pp |
| Employer contribution / active EE | $3,740 | $3,013+24.1% | $2,540+47.3% | $4,762-21.5% |
| Participant deferral / active EE | $1,157 | $4,086-71.7% | $3,619-68.0% | $5,850-80.2% |
| Admin fee / account holder | $15,178 | $7,631+98.9% | $6,250+142.8% | $11,596+30.9% |