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 | $140,858 | $73,933+90.5% | $96,683+45.7% | $75,163+87.4% |
| Participation rate | 77.1% | 66.4%+10.7pp | 74.3%+2.8pp | 67.2%+10.0pp |
| Annual return | 12.16% | 26.70%-14.5pp | 35.69%-23.5pp | 160.62%-148.5pp |
| Employer contribution / active EE | $2,013 | $2,928-31.3% | $3,737-46.1% | $2,670-24.6% |
| Participant deferral / active EE | $4,602 | $3,659+25.8% | $4,878-5.7% | $4,125+11.6% |
| Admin fee / account holder | $10,024 | $5,216+92.2% | $6,730+49.0% | $5,651+77.4% |