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 | $213,928 | $99,985+114.0% | $146,665+45.9% | $85,850+149.2% |
| Participation rate | 82.8% | 73.1%+9.7pp | 80.1%+2.7pp | 69.3%+13.4pp |
| Annual return | 10.97% | 18.93%-8.0pp | 22.74%-11.8pp | 318.53%-307.6pp |
| Employer contribution / active EE | $2,825 | $2,559+10.4% | $4,136-31.7% | $2,565+10.1% |
| Participant deferral / active EE | $7,761 | $4,006+93.8% | $5,506+41.0% | $3,952+96.4% |
| Admin fee / account holder | $29,289 | $7,702+280.3% | $10,280+184.9% | $6,260+367.9% |