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 | $189,346 | $98,240+92.7% | $82,313+130.0% | $147,584+28.3% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 1.12% | 30.85%-29.7pp | 25.88%-24.8pp | 578.55%-577.4pp |
| Employer contribution / active EE | $1,690 | $3,192-47.1% | $2,428-30.4% | $4,876-65.4% |
| Participant deferral / active EE | $7,595 | $4,383+73.3% | $3,706+104.9% | $5,439+39.7% |
| Admin fee / account holder | $17,554 | $8,563+105.0% | $5,608+213.0% | $10,885+61.3% |