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 | $191,497 | $109,881+74.3% | $150,045+27.6% | $84,808+125.8% |
| Participation rate | 96.0% | 76.1%+19.9pp | 82.3%+13.7pp | 68.3%+27.7pp |
| Annual return | 11.12% | 28.25%-17.1pp | 62.55%-51.4pp | 40.90%-29.8pp |
| Employer contribution / active EE | $2,597 | $3,561-27.1% | $4,693-44.7% | $2,631-1.3% |
| Participant deferral / active EE | $8,455 | $6,636+27.4% | $7,997+5.7% | $4,212+100.8% |
| Admin fee / account holder | $1,686 | $8,568-80.3% | $13,435-87.4% | $7,344-77.0% |