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 | $188,390 | $58,627+221.3% | $76,735+145.5% | $82,448+128.5% |
| Participation rate | 97.2% | 63.2%+34.0pp | 69.5%+27.7pp | 68.1%+29.2pp |
| Annual return | 11.48% | 39.10%-27.6pp | 29.77%-18.3pp | 41.64%-30.2pp |
| Employer contribution / active EE | $3,289 | $1,729+90.2% | $2,454+34.0% | $2,551+28.9% |
| Participant deferral / active EE | $11,670 | $3,134+272.4% | $4,088+185.5% | $4,139+181.9% |
| Admin fee / account holder | $1,745 | $5,323-67.2% | $7,189-75.7% | $7,234-75.9% |