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 | $129,655 | $78,705+64.7% | $117,854+10.0% | $70,131+84.9% |
| Participation rate | 93.9% | 73.2%+20.7pp | 79.7%+14.3pp | 69.5%+24.4pp |
| Annual return | 12.27% | 23.30%-11.0pp | 335.08%-322.8pp | 73.14%-60.9pp |
| Employer contribution / active EE | $2,437 | $2,223+9.6% | $3,786-35.6% | $2,342+4.0% |
| Participant deferral / active EE | $3,667 | $3,297+11.2% | $4,482-18.2% | $3,332+10.1% |
| Admin fee / account holder | $14,132 | $5,065+179.0% | $8,020+76.2% | $4,645+204.2% |