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 6-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 | $150,185 | $93,571+60.5% | $135,903+10.5% | $75,163+99.8% |
| Participation rate | 80.8% | 75.2%+5.6pp | 81.9%-1.1pp | 67.2%+13.6pp |
| Annual return | 14.27% | 30.90%-16.6pp | 68.23%-54.0pp | 160.62%-146.3pp |
| Employer contribution / active EE | $1,297 | $3,537-63.3% | $4,856-73.3% | $2,670-51.4% |
| Participant deferral / active EE | $5,728 | $6,404-10.6% | $7,758-26.2% | $4,125+38.8% |
| Admin fee / account holder | $1,161 | $6,975-83.4% | $10,762-89.2% | $5,651-79.5% |