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 | $232,416 | $106,515+118.2% | $96,683+140.4% | $139,434+66.7% |
| Participation rate | 72.2% | 77.8%-5.6pp | 74.3%-2.1pp | 80.3%-8.1pp |
| Annual return | 8.09% | 38.43%-30.3pp | 35.69%-27.6pp | 372.94%-364.8pp |
| Employer contribution / active EE | $8,755 | $4,103+113.4% | $3,737+134.3% | $4,751+84.3% |
| Participant deferral / active EE | $5,677 | $5,454+4.1% | $4,878+16.4% | $6,710-15.4% |
| Admin fee / account holder | $27,803 | $7,877+253.0% | $6,730+313.2% | $11,403+143.8% |