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 | $165,415 | $89,355+85.1% | $141,162+17.2% | $72,985+126.6% |
| Participation rate | 90.0% | 75.1%+14.9pp | 82.5%+7.5pp | 69.5%+20.5pp |
| Annual return | 4.70% | 111.85%-107.1pp | 71.39%-66.7pp | 81.00%-76.3pp |
| Employer contribution / active EE | $6,647 | $3,114+113.4% | $4,735+40.4% | $2,440+172.5% |
| Participant deferral / active EE | $5,131 | $5,418-5.3% | $6,709-23.5% | $3,607+42.2% |
| Admin fee / account holder | $16,088 | $5,958+170.0% | $10,261+56.8% | $5,124+214.0% |