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 | $157,495 | $93,571+68.3% | $135,903+15.9% | $75,163+109.5% |
| Participation rate | 92.3% | 75.2%+17.1pp | 81.9%+10.4pp | 67.2%+25.1pp |
| Annual return | 12.00% | 30.90%-18.9pp | 68.23%-56.2pp | 160.62%-148.6pp |
| Employer contribution / active EE | $6,562 | $3,537+85.5% | $4,856+35.1% | $2,670+145.8% |
| Participant deferral / active EE | $4,903 | $6,404-23.4% | $7,758-36.8% | $4,125+18.9% |
| Admin fee / account holder | $28,670 | $6,975+311.0% | $10,762+166.4% | $5,651+407.4% |