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 | $213,851 | $89,355+139.3% | $141,162+51.5% | $72,985+193.0% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.5%-2.5pp | 69.5%+10.5pp |
| Annual return | 15.75% | 111.85%-96.1pp | 71.39%-55.6pp | 81.00%-65.3pp |
| Employer contribution / active EE | $3,246 | $3,114+4.2% | $4,735-31.5% | $2,440+33.0% |
| Participant deferral / active EE | $7,209 | $5,418+33.1% | $6,709+7.5% | $3,607+99.9% |
| Admin fee / account holder | $6,743 | $5,958+13.2% | $10,261-34.3% | $5,124+31.6% |