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 | $137,727 | $80,673+70.7% | $101,326+35.9% | $84,808+62.4% |
| Participation rate | 72.2% | 77.8%-5.6pp | 81.5%-9.3pp | 68.3%+3.9pp |
| Annual return | 13.01% | 38.95%-25.9pp | 36.82%-23.8pp | 40.90%-27.9pp |
| Employer contribution / active EE | $2,668 | $2,698-1.1% | $3,665-27.2% | $2,631+1.4% |
| Participant deferral / active EE | $4,511 | $6,840-34.0% | $7,994-43.6% | $4,212+7.1% |
| Admin fee / account holder | $5,771 | $12,784-54.9% | $11,185-48.4% | $7,344-21.4% |