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 | $137,177 | $72,492+89.2% | $87,100+57.5% | $72,985+88.0% |
| Participation rate | 77.8% | 72.8%+5.0pp | 76.9%+0.9pp | 69.5%+8.3pp |
| Annual return | 15.35% | 24.46%-9.1pp | 28.19%-12.8pp | 81.00%-65.7pp |
| Employer contribution / active EE | $1,471 | $1,894-22.4% | $2,521-41.7% | $2,440-39.7% |
| Participant deferral / active EE | $4,095 | $3,270+25.3% | $4,049+1.2% | $3,607+13.5% |
| Admin fee / account holder | $427 | $5,055-91.5% | $7,497-94.3% | $5,124-91.7% |