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 4-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 | $246,651 | $108,919+126.5% | $100,391+145.7% | $145,922+69.0% |
| Participation rate | 80.0% | 82.9%-2.9pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 10.02% | 57.88%-47.9pp | 49.20%-39.2pp | 561.29%-551.3pp |
| Employer contribution / active EE | $1,915 | $4,419-56.7% | $3,942-51.4% | $4,660-58.9% |
| Participant deferral / active EE | $8,084 | $8,445-4.3% | $8,0820% | $6,688+20.9% |
| Admin fee / account holder | $1,614 | $9,689-83.3% | $7,899-79.6% | $13,397-88.0% |