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 | $152,949 | $58,208+162.8% | $81,812+87.0% | $80,856+89.2% |
| Participation rate | 74.5% | 63.4%+11.1pp | 72.3%+2.2pp | 67.6%+6.9pp |
| Annual return | 8.74% | 41.66%-32.9pp | 773.79%-765.1pp | 35.59%-26.9pp |
| Employer contribution / active EE | $355 | $2,340-84.8% | $2,912-87.8% | $2,755-87.1% |
| Participant deferral / active EE | $6,618 | $3,281+101.7% | $4,319+53.2% | $4,296+54.1% |
| Admin fee / account holder | $6,032 | $4,981+21.1% | $7,386-18.3% | $6,918-12.8% |