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 | $173,209 | $73,933+134.3% | $96,683+79.2% | $75,163+130.4% |
| Participation rate | 77.4% | 66.4%+11.0pp | 74.3%+3.1pp | 67.2%+10.2pp |
| Annual return | 9.05% | 26.70%-17.7pp | 35.69%-26.6pp | 160.62%-151.6pp |
| Employer contribution / active EE | $2,161 | $2,928-26.2% | $3,737-42.2% | $2,670-19.0% |
| Participant deferral / active EE | $5,479 | $3,659+49.8% | $4,878+12.3% | $4,125+32.8% |
| Admin fee / account holder | $2,399 | $5,216-54.0% | $6,730-64.3% | $5,651-57.5% |