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 | $122,655 | $80,673+52.0% | $101,326+21.0% | $84,808+44.6% |
| Participation rate | 84.6% | 77.8%+6.8pp | 81.5%+3.1pp | 68.3%+16.3pp |
| Annual return | 14.14% | 38.95%-24.8pp | 36.82%-22.7pp | 40.90%-26.8pp |
| Employer contribution / active EE | $4,207 | $2,698+55.9% | $3,665+14.8% | $2,631+59.9% |
| Participant deferral / active EE | $7,686 | $6,840+12.4% | $7,994-3.9% | $4,212+82.5% |
| Admin fee / account holder | $3,532 | $12,784-72.4% | $11,185-68.4% | $7,344-51.9% |