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 | $101,173 | $73,933+36.8% | $96,683+4.6% | $75,163+34.6% |
| Participation rate | 92.6% | 66.4%+26.2pp | 74.3%+18.2pp | 67.2%+25.4pp |
| Annual return | 12.77% | 26.70%-13.9pp | 35.69%-22.9pp | 160.62%-147.9pp |
| Employer contribution / active EE | $2,497 | $2,928-14.7% | $3,737-33.2% | $2,670-6.5% |
| Participant deferral / active EE | $5,708 | $3,659+56.0% | $4,878+17.0% | $4,125+38.4% |
| Admin fee / account holder | $432 | $5,216-91.7% | $6,730-93.6% | $5,651-92.4% |