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 | $129,030 | $74,927+72.2% | $101,794+26.8% | $84,808+52.1% |
| Participation rate | 78.9% | 61.4%+17.5pp | 69.2%+9.8pp | 68.3%+10.6pp |
| Annual return | 11.05% | 18.70%-7.7pp | 30.53%-19.5pp | 40.90%-29.8pp |
| Employer contribution / active EE | $355 | $1,522-76.7% | $2,289-84.5% | $2,631-86.5% |
| Participant deferral / active EE | $4,201 | $3,099+35.6% | $4,084+2.9% | $4,212-0.3% |
| Admin fee / account holder | $8,500 | $6,514+30.5% | $8,777-3.2% | $7,344+15.7% |