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 | $99,144 | $65,365+51.7% | $92,893+6.7% | $72,985+35.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 15.73% | 42.10%-26.4pp | 109.41%-93.7pp | 81.00%-65.3pp |
| Employer contribution / active EE | $1,138 | $2,594-56.1% | $3,653-68.8% | $2,440-53.3% |
| Participant deferral / active EE | $6,550 | $3,128+109.4% | $4,236+54.6% | $3,607+81.6% |
| Admin fee / account holder | $5,530 | $4,251+30.1% | $5,794-4.6% | $5,124+7.9% |