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 | $203,505 | $103,376+96.9% | $87,100+133.6% | $152,861+33.1% |
| Participation rate | 92.9% | 79.3%+13.5pp | 76.9%+16.0pp | 82.4%+10.4pp |
| Annual return | 8.64% | 28.10%-19.5pp | 28.19%-19.6pp | 345.32%-336.7pp |
| Employer contribution / active EE | $2,362 | $3,220-26.7% | $2,521-6.3% | $4,762-50.4% |
| Participant deferral / active EE | $3,571 | $4,778-25.3% | $4,049-11.8% | $5,850-39.0% |
| Admin fee / account holder | $2,909 | $12,205-76.2% | $7,497-61.2% | $11,596-74.9% |