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 | $138,258 | $93,571+47.8% | $135,903+1.7% | $75,163+83.9% |
| Participation rate | 84.6% | 75.2%+9.4pp | 81.9%+2.7pp | 67.2%+17.4pp |
| Annual return | 10.32% | 30.90%-20.6pp | 68.23%-57.9pp | 160.62%-150.3pp |
| Employer contribution / active EE | $2,145 | $3,537-39.4% | $4,856-55.8% | $2,670-19.7% |
| Participant deferral / active EE | $4,668 | $6,404-27.1% | $7,758-39.8% | $4,125+13.2% |
| Admin fee / account holder | $68,181 | $6,975+877.5% | $10,762+533.5% | $5,651+1106.6% |