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 | $214,409 | $101,618+111.0% | $93,063+130.4% | $137,256+56.2% |
| Participation rate | 91.7% | 74.9%+16.7pp | 72.1%+19.6pp | 80.0%+11.7pp |
| Annual return | 9.74% | 223.95%-214.2pp | 34.15%-24.4pp | 220.34%-210.6pp |
| Employer contribution / active EE | $14,626 | $2,707+440.3% | $2,476+490.7% | $4,156+251.9% |
| Participant deferral / active EE | $1,991 | $4,279-53.5% | $3,958-49.7% | $6,407-68.9% |
| Admin fee / account holder | $17,303 | $6,198+179.1% | $6,033+186.8% | $12,270+41.0% |