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 | $249,512 | $149,734+66.6% | $118,925+109.8% | $158,922+57.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 5.15% | 19.95%-14.8pp | 35.88%-30.7pp | 302.83%-297.7pp |
| Employer contribution / active EE | $4,600 | $4,115+11.8% | $3,263+41.0% | $4,761-3.4% |
| Participant deferral / active EE | $10,400 | $5,223+99.1% | $4,265+143.9% | $5,982+73.9% |
| Admin fee / account holder | $1,075 | $8,603-87.5% | $6,581-83.7% | $11,246-90.4% |