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 | $24,730+275.9% | $66,042+40.8% | $84,808+9.6% |
| Participation rate | 81.4% | 68.1%+13.3pp | 67.5%+13.9pp | 68.3%+13.1pp |
| Annual return | 13.88% | 79.55%-65.7pp | 52.11%-38.2pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,375 | $857+60.5% | $1,579-12.9% | $2,631-47.7% |
| Participant deferral / active EE | $3,850 | $1,737+121.6% | $2,835+35.8% | $4,212-8.6% |
| Admin fee / account holder | $17,117 | $3,014+467.9% | $5,747+197.9% | $7,344+133.1% |