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 | $236,148 | $157,256+50.2% | $141,162+67.3% | $152,861+54.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 12.17% | 64.32%-52.2pp | 71.39%-59.2pp | 345.32%-333.1pp |
| Employer contribution / active EE | $4,651 | $5,261-11.6% | $4,735-1.8% | $4,762-2.3% |
| Participant deferral / active EE | $12,451 | $7,109+75.1% | $6,709+85.6% | $5,850+112.8% |
| Admin fee / account holder | $14,194 | $12,120+17.1% | $10,261+38.3% | $11,596+22.4% |