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 | $221,827 | $77,503+186.2% | $100,391+121.0% | $80,856+174.3% |
| Participation rate | 88.5% | 76.9%+11.5pp | 81.5%+7.0pp | 67.6%+20.8pp |
| Annual return | 12.08% | 37.20%-25.1pp | 49.20%-37.1pp | 35.59%-23.5pp |
| Employer contribution / active EE | $3,338 | $2,801+19.2% | $3,942-15.3% | $2,755+21.2% |
| Participant deferral / active EE | $6,266 | $6,820-8.1% | $8,082-22.5% | $4,296+45.9% |
| Admin fee / account holder | $12,557 | $5,897+112.9% | $7,899+59.0% | $6,918+81.5% |