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 | $135,242 | $85,202+58.7% | $172,739-21.7% | $72,985+85.3% |
| Participation rate | 78.9% | 70.1%+8.9pp | 82.6%-3.7pp | 69.5%+9.5pp |
| Annual return | 14.39% | 27.32%-12.9pp | 802.84%-788.5pp | 81.00%-66.6pp |
| Employer contribution / active EE | $8,657 | $3,324+160.4% | $5,143+68.3% | $2,440+254.8% |
| Participant deferral / active EE | $7,501 | $3,260+130.1% | $5,198+44.3% | $3,607+107.9% |
| Admin fee / account holder | $40,442 | $5,884+587.3% | $13,954+189.8% | $5,124+689.2% |