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 | $170,233 | $104,664+62.6% | $85,682+98.7% | $167,490+1.6% |
| Participation rate | 88.2% | 76.4%+11.9pp | 69.9%+18.4pp | 82.1%+6.1pp |
| Annual return | 6.77% | 21.45%-14.7pp | 21.49%-14.7pp | 478.56%-471.8pp |
| Employer contribution / active EE | $7,344 | $3,337+120.1% | $2,618+180.5% | $4,837+51.8% |
| Participant deferral / active EE | $3,294 | $4,824-31.7% | $3,923-16.0% | $6,341-48.1% |
| Admin fee / account holder | $4,215 | $10,032-58.0% | $6,873-38.7% | $12,309-65.8% |