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 7-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 | $165,896 | $67,823+144.6% | $52,425+216.4% | $137,256+20.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 2.21% | 219.11%-216.9pp | 302.12%-299.9pp | 220.34%-218.1pp |
| Employer contribution / active EE | $1,039 | $1,163-10.6% | $914+13.7% | $4,156-75.0% |
| Participant deferral / active EE | $3,698 | $2,288+61.6% | $1,790+106.5% | $6,407-42.3% |
| Admin fee / account holder | $584 | $2,844-79.5% | $2,495-76.6% | $12,270-95.2% |