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 | $174,894 | $105,181+66.3% | $159,436+9.7% | $85,850+103.7% |
| Participation rate | 76.5% | 75.8%+0.7pp | 82.8%-6.4pp | 69.3%+7.2pp |
| Annual return | 10.50% | 45.07%-34.6pp | 263.57%-253.1pp | 318.53%-308.0pp |
| Employer contribution / active EE | $1,401 | $3,318-57.8% | $4,829-71.0% | $2,565-45.4% |
| Participant deferral / active EE | $7,969 | $5,945+34.0% | $7,352+8.4% | $3,952+101.7% |
| Admin fee / account holder | $10,562 | $6,933+52.3% | $10,799-2.2% | $6,260+68.7% |