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 | $119,649 | $78,705+52.0% | $117,854+1.5% | $70,131+70.6% |
| Participation rate | 74.1% | 73.2%+0.9pp | 79.7%-5.6pp | 69.5%+4.5pp |
| Annual return | 12.39% | 23.30%-10.9pp | 335.08%-322.7pp | 73.14%-60.8pp |
| Employer contribution / active EE | $721 | $2,223-67.6% | $3,786-81.0% | $2,342-69.2% |
| Participant deferral / active EE | $3,961 | $3,297+20.1% | $4,482-11.6% | $3,332+18.9% |
| Admin fee / account holder | $14,178 | $5,065+179.9% | $8,020+76.8% | $4,645+205.2% |