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 | $95,549 | $65,395+46.1% | $182,532-47.7% | $72,985+30.9% |
| Participation rate | 96.8% | 65.4%+31.3pp | 78.0%+18.8pp | 69.5%+27.3pp |
| Annual return | 14.93% | 27.68%-12.8pp | 148.54%-133.6pp | 81.00%-66.1pp |
| Employer contribution / active EE | $2,587 | $1,911+35.4% | $4,076-36.5% | $2,440+6.1% |
| Participant deferral / active EE | $4,446 | $3,563+24.8% | $5,524-19.5% | $3,607+23.3% |
| Admin fee / account holder | $3,482 | $4,245-18.0% | $8,592-59.5% | $5,124-32.0% |