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 | $212,037 | $70,475+200.9% | $100,516+110.9% | $79,858+165.5% |
| Participation rate | 81.8% | 73.7%+8.2pp | 79.4%+2.4pp | 69.6%+12.2pp |
| Annual return | 11.50% | 21.90%-10.4pp | 30.89%-19.4pp | 31.71%-20.2pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,520 | $5,181+103.1% | $6,270+67.8% | $3,740+181.3% |
| Admin fee / account holder | $33,044 | $4,478+637.8% | $8,081+308.9% | $5,306+522.7% |