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 | $131,479 | $80,673+63.0% | $101,326+29.8% | $84,808+55.0% |
| Participation rate | 92.0% | 77.8%+14.2pp | 81.5%+10.5pp | 68.3%+23.7pp |
| Annual return | 13.19% | 38.95%-25.8pp | 36.82%-23.6pp | 40.90%-27.7pp |
| Employer contribution / active EE | $4,452 | $2,698+65.0% | $3,665+21.5% | $2,631+69.2% |
| Participant deferral / active EE | $6,179 | $6,840-9.7% | $7,994-22.7% | $4,212+46.7% |
| Admin fee / account holder | $1,438 | $12,784-88.7% | $11,185-87.1% | $7,344-80.4% |