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 | $138,518 | $60,892+127.5% | $82,389+68.1% | $84,808+63.3% |
| Participation rate | 71.1% | 63.3%+7.8pp | 69.5%+1.5pp | 68.3%+2.7pp |
| Annual return | 10.09% | 37.29%-27.2pp | 28.67%-18.6pp | 40.90%-30.8pp |
| Employer contribution / active EE | $2,144 | $1,779+20.5% | $2,517-14.8% | $2,631-18.5% |
| Participant deferral / active EE | $3,300 | $3,179+3.8% | $4,155-20.6% | $4,212-21.6% |
| Admin fee / account holder | $14,845 | $5,467+171.5% | $7,231+105.3% | $7,344+102.1% |