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 | $143,214 | $89,355+60.3% | $141,162+1.5% | $72,985+96.2% |
| Participation rate | 94.1% | 75.1%+19.0pp | 82.5%+11.6pp | 69.5%+24.6pp |
| Annual return | 18.03% | 111.85%-93.8pp | 71.39%-53.4pp | 81.00%-63.0pp |
| Employer contribution / active EE | $9,396 | $3,114+201.7% | $4,735+98.4% | $2,440+285.1% |
| Participant deferral / active EE | $6,258 | $5,418+15.5% | $6,709-6.7% | $3,607+73.5% |
| Admin fee / account holder | $2,035 | $5,958-65.8% | $10,261-80.2% | $5,124-60.3% |