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 | $223,807 | $89,753+149.4% | $107,525+108.1% | $84,808+163.9% |
| Participation rate | 90.4% | 68.1%+22.3pp | 75.1%+15.3pp | 68.3%+22.1pp |
| Annual return | 12.88% | 29.48%-16.6pp | 181.32%-168.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $3,569 | $3,113+14.6% | $3,754-4.9% | $2,631+35.6% |
| Participant deferral / active EE | $7,202 | $4,056+77.6% | $5,116+40.8% | $4,212+71.0% |
| Admin fee / account holder | $8,599 | $7,222+19.1% | $8,919-3.6% | $7,344+17.1% |