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 | $130,258 | $72,277+80.2% | $101,248+28.7% | $79,858+63.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 9.98% | 22.30%-12.3pp | 46.47%-36.5pp | 31.71%-21.7pp |
| Employer contribution / active EE | $1,310 | $2,692-51.3% | $3,660-64.2% | $2,471-47.0% |
| Participant deferral / active EE | $6,858 | $3,282+109.0% | $4,370+56.9% | $3,740+83.4% |
| Admin fee / account holder | $1,932 | $4,400-56.1% | $5,945-67.5% | $5,306-63.6% |