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 | $215,909 | $101,724+112.2% | $164,813+31.0% | $80,856+167.0% |
| Participation rate | 86.7% | 71.8%+14.8pp | 78.6%+8.1pp | 67.6%+19.0pp |
| Annual return | 7.81% | 16.72%-8.9pp | 69.93%-62.1pp | 35.59%-27.8pp |
| Employer contribution / active EE | $3,129 | $2,953+5.9% | $4,341-27.9% | $2,755+13.6% |
| Participant deferral / active EE | $7,397 | $4,477+65.2% | $6,031+22.6% | $4,296+72.2% |
| Admin fee / account holder | $23,995 | $8,227+191.7% | $12,690+89.1% | $6,918+246.9% |