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 | $116,445 | $60,022+94.0% | $88,946+30.9% | $84,808+37.3% |
| Participation rate | 86.8% | 57.8%+29.0pp | 68.8%+18.0pp | 68.3%+18.5pp |
| Annual return | 12.66% | 22.43%-9.8pp | 57.82%-45.2pp | 40.90%-28.2pp |
| Employer contribution / active EE | $3,706 | $1,703+117.6% | $2,555+45.0% | $2,631+40.8% |
| Participant deferral / active EE | $7,173 | $3,114+130.4% | $4,581+56.6% | $4,212+70.3% |
| Admin fee / account holder | $4,038 | $4,811-16.1% | $8,261-51.1% | $7,344-45.0% |