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 | $140,691 | $72,277+94.7% | $101,248+39.0% | $79,858+76.2% |
| Participation rate | 85.2% | 68.5%+16.7pp | 75.8%+9.4pp | 69.6%+15.6pp |
| Annual return | 8.39% | 22.30%-13.9pp | 46.47%-38.1pp | 31.71%-23.3pp |
| Employer contribution / active EE | $4,796 | $2,692+78.2% | $3,660+31.1% | $2,471+94.1% |
| Participant deferral / active EE | $9,459 | $3,282+188.2% | $4,370+116.4% | $3,740+152.9% |
| Admin fee / account holder | $13,493 | $4,400+206.6% | $5,945+126.9% | $5,306+154.3% |