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 | $113,772 | $53,777+111.6% | $134,143-15.2% | $79,858+42.5% |
| Participation rate | 96.4% | 58.8%+37.7pp | 72.2%+24.3pp | 69.6%+26.8pp |
| Annual return | 9.72% | 19.01%-9.3pp | 36.33%-26.6pp | 31.71%-22.0pp |
| Employer contribution / active EE | $988 | $1,321-25.2% | $3,704-73.3% | $2,471-60.0% |
| Participant deferral / active EE | $3,609 | $2,420+49.1% | $3,499+3.1% | $3,740-3.5% |
| Admin fee / account holder | $2,097 | $3,984-47.4% | $6,684-68.6% | $5,306-60.5% |