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 | $147,664 | $86,929+69.9% | $102,423+44.2% | $80,856+82.6% |
| Participation rate | 90.0% | 72.4%+17.6pp | 76.5%+13.5pp | 67.6%+22.4pp |
| Annual return | 10.25% | 18.88%-8.6pp | 29.32%-19.1pp | 35.59%-25.3pp |
| Employer contribution / active EE | $2,270 | $2,369-4.2% | $3,023-24.9% | $2,755-17.6% |
| Participant deferral / active EE | $5,345 | $4,118+29.8% | $5,053+5.8% | $4,296+24.4% |
| Admin fee / account holder | $5,267 | $8,049-34.6% | $9,451-44.3% | $6,918-23.9% |