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 | $222,803 | $116,175+91.8% | $93,606+138.0% | $152,861+45.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 7.04% | 35.96%-28.9pp | 32.76%-25.7pp | 345.32%-338.3pp |
| Employer contribution / active EE | $4,527 | $3,218+40.7% | $2,718+66.6% | $4,762-4.9% |
| Participant deferral / active EE | $22,333 | $4,603+385.2% | $4,069+448.9% | $5,850+281.8% |
| Admin fee / account holder | $1,082 | $10,748-89.9% | $7,888-86.3% | $11,596-90.7% |