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 | $234,720 | $88,042+166.6% | $138,135+69.9% | $79,858+193.9% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.7%+21.3pp | 69.6%+30.4pp |
| Annual return | -5.85% | 20.58%-26.4pp | 20.51%-26.4pp | 31.71%-37.6pp |
| Employer contribution / active EE | $3,605 | $3,103+16.2% | $5,587-35.5% | $2,471+45.9% |
| Participant deferral / active EE | $6,001 | $4,704+27.5% | $6,431-6.7% | $3,740+60.4% |
| Admin fee / account holder | $18,245 | $7,791+134.2% | $11,856+53.9% | $5,306+243.8% |