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 | $111,806 | $63,861+75.1% | $104,607+6.9% | $79,858+40.0% |
| Participation rate | 96.7% | 64.9%+31.7pp | 74.1%+22.6pp | 69.6%+27.0pp |
| Annual return | 5.64% | 21.30%-15.7pp | 340.46%-334.8pp | 31.71%-26.1pp |
| Employer contribution / active EE | $4,402 | $1,588+177.1% | $2,681+64.2% | $2,471+78.1% |
| Participant deferral / active EE | $4,235 | $2,693+57.2% | $3,740+13.2% | $3,740+13.2% |
| Admin fee / account holder | $3,337 | $4,185-20.3% | $6,473-48.5% | $5,306-37.1% |