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 | $212,115 | $135,952+56.0% | $123,892+71.2% | $273,961-22.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.27% | 56.63%-53.4pp | 47.52%-44.2pp | 41.45%-38.2pp |
| Employer contribution / active EE | $9,402 | $5,170+81.9% | $4,617+103.6% | $4,869+93.1% |
| Participant deferral / active EE | $14,306 | $6,343+125.6% | $5,984+139.1% | $5,287+170.6% |
| Admin fee / account holder | $21,654 | $9,817+120.6% | $8,357+159.1% | $10,132+113.7% |