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 | $168,924 | $60,349+179.9% | $74,183+127.7% | $62,891+168.6% |
| Participation rate | 80.8% | 72.7%+8.0pp | 76.6%+4.2pp | 69.3%+11.5pp |
| Annual return | 3.02% | 21.37%-18.4pp | 17.74%-14.7pp | 20.14%-17.1pp |
| Employer contribution / active EE | $1,887 | $1,680+12.3% | $2,370-20.4% | $2,281-17.3% |
| Participant deferral / active EE | $4,896 | $2,856+71.4% | $3,550+37.9% | $3,203+52.8% |
| Admin fee / account holder | $2,950 | $4,261-30.8% | $5,586-47.2% | $4,296-31.3% |