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 | $80,103 | $54,705+46.4% | $71,209+12.5% | $84,808-5.5% |
| Participation rate | 94.1% | 64.1%+30.0pp | 73.8%+20.4pp | 68.3%+25.8pp |
| Annual return | 8.20% | 35.90%-27.7pp | 282.51%-274.3pp | 40.90%-32.7pp |
| Employer contribution / active EE | $2,949 | $2,158+36.7% | $2,721+8.4% | $2,631+12.1% |
| Participant deferral / active EE | $5,990 | $3,030+97.7% | $4,175+43.5% | $4,212+42.2% |
| Admin fee / account holder | $763 | $4,863-84.3% | $5,349-85.7% | $7,344-89.6% |