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 | $148,398 | $80,968+83.3% | $96,544+53.7% | $75,163+97.4% |
| Participation rate | 77.1% | 71.8%+5.4pp | 76.0%+1.2pp | 67.2%+10.0pp |
| Annual return | 11.15% | 27.06%-15.9pp | 25.84%-14.7pp | 160.62%-149.5pp |
| Employer contribution / active EE | $1,799 | $2,282-21.2% | $2,965-39.3% | $2,670-32.6% |
| Participant deferral / active EE | $6,057 | $3,928+54.2% | $4,851+24.9% | $4,125+46.8% |
| Admin fee / account holder | $6,522 | $6,724-3.0% | $8,252-21.0% | $5,651+15.4% |