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 | $111,643 | $80,968+37.9% | $96,544+15.6% | $75,163+48.5% |
| Participation rate | 73.1% | 71.8%+1.3pp | 76.0%-2.9pp | 67.2%+5.9pp |
| Annual return | 12.59% | 27.06%-14.5pp | 25.84%-13.3pp | 160.62%-148.0pp |
| Employer contribution / active EE | $3,463 | $2,282+51.8% | $2,965+16.8% | $2,670+29.7% |
| Participant deferral / active EE | $5,686 | $3,928+44.8% | $4,851+17.2% | $4,125+37.8% |
| Admin fee / account holder | $855 | $6,724-87.3% | $8,252-89.6% | $5,651-84.9% |