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 | $104,199 | $80,968+28.7% | $96,544+7.9% | $75,163+38.6% |
| Participation rate | 97.4% | 71.8%+25.6pp | 76.0%+21.4pp | 67.2%+30.2pp |
| Annual return | 7.34% | 27.06%-19.7pp | 25.84%-18.5pp | 160.62%-153.3pp |
| Employer contribution / active EE | $3,849 | $2,282+68.7% | $2,965+29.8% | $2,670+44.2% |
| Participant deferral / active EE | $8,313 | $3,928+111.6% | $4,851+71.4% | $4,125+101.5% |
| Admin fee / account holder | $3,149 | $6,724-53.2% | $8,252-61.8% | $5,651-44.3% |