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 | $211,657 | $98,750+114.3% | $149,696+41.4% | $79,858+165.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 10.75% | 27.43%-16.7pp | 276.60%-265.9pp | 31.71%-21.0pp |
| Employer contribution / active EE | $3,010 | $3,216-6.4% | $4,644-35.2% | $2,471+21.8% |
| Participant deferral / active EE | $6,948 | $5,680+22.3% | $6,842+1.5% | $3,740+85.8% |
| Admin fee / account holder | $2,113 | $6,053-65.1% | $9,309-77.3% | $5,306-60.2% |