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 5-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 | $237,785 | $94,625+151.3% | $116,228+104.6% | $84,808+180.4% |
| Participation rate | 93.3% | 70.4%+22.9pp | 74.6%+18.8pp | 68.3%+25.0pp |
| Annual return | 7.85% | 20.40%-12.5pp | 90.06%-82.2pp | 40.90%-33.0pp |
| Employer contribution / active EE | $8,903 | $2,347+279.4% | $2,994+197.3% | $2,631+238.4% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,953-100.0% | $4,212-100.0% |
| Admin fee / account holder | $3,455 | $10,091-65.8% | $11,989-71.2% | $7,344-53.0% |