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 | $92,965 | $23,330+298.5% | $64,489+44.2% | $82,448+12.8% |
| Participation rate | 81.4% | 68.3%+13.1pp | 67.7%+13.7pp | 68.1%+13.3pp |
| Annual return | 13.88% | 83.66%-69.8pp | 55.03%-41.1pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,375 | $824+66.8% | $1,523-9.7% | $2,551-46.1% |
| Participant deferral / active EE | $3,850 | $1,707+125.5% | $2,778+38.6% | $4,139-7.0% |
| Admin fee / account holder | $17,117 | $2,946+481.1% | $4,260+301.8% | $7,234+136.6% |