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 | $238,692 | $100,970+136.4% | $96,576+147.2% | $137,256+73.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 11.94% | 38.16%-26.2pp | 38.47%-26.5pp | 220.34%-208.4pp |
| Employer contribution / active EE | $1,521 | $3,809-60.1% | $3,553-57.2% | $4,156-63.4% |
| Participant deferral / active EE | $9,887 | $8,286+19.3% | $7,956+24.3% | $6,407+54.3% |
| Admin fee / account holder | $81,874 | $11,312+623.8% | $11,381+619.4% | $12,270+567.3% |