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 | $197,303 | $85,766+130.0% | $136,294+44.8% | $70,131+181.3% |
| Participation rate | 92.3% | 74.2%+18.2pp | 81.9%+10.4pp | 69.5%+22.8pp |
| Annual return | 12.45% | 31.45%-19.0pp | 5155.94%-5143.5pp | 73.14%-60.7pp |
| Employer contribution / active EE | $4,389 | $2,966+48.0% | $4,695-6.5% | $2,342+87.4% |
| Participant deferral / active EE | $9,834 | $5,051+94.7% | $6,247+57.4% | $3,332+195.2% |
| Admin fee / account holder | $3,966 | $5,420-26.8% | $9,243-57.1% | $4,645-14.6% |