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 8-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 | $116,152 | $85,022+36.6% | $70,515+64.7% | $139,434-16.7% |
| Participation rate | 80.0% | 73.9%+6.1pp | 68.3%+11.7pp | 80.3%-0.3pp |
| Annual return | 10.16% | 30.38%-20.2pp | 32.77%-22.6pp | 372.94%-362.8pp |
| Employer contribution / active EE | $2,400 | $3,909-38.6% | $2,973-19.3% | $4,751-49.5% |
| Participant deferral / active EE | $6,590 | $5,890+11.9% | $4,567+44.3% | $6,710-1.8% |
| Admin fee / account holder | $3,086 | $8,906-65.4% | $6,412-51.9% | $11,403-72.9% |