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 8-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 | $153,253 | $98,750+55.2% | $149,696+2.4% | $79,858+91.9% |
| Participation rate | 87.1% | 75.8%+11.3pp | 82.5%+4.6pp | 69.6%+17.5pp |
| Annual return | 11.50% | 27.43%-15.9pp | 276.60%-265.1pp | 31.71%-20.2pp |
| Employer contribution / active EE | $4,022 | $3,216+25.0% | $4,644-13.4% | $2,471+62.8% |
| Participant deferral / active EE | $10,583 | $5,680+86.3% | $6,842+54.7% | $3,740+183.0% |
| Admin fee / account holder | $2,600 | $6,053-57.0% | $9,309-72.1% | $5,306-51.0% |