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 8-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 | $99,165 | $89,355+11.0% | $141,162-29.8% | $72,985+35.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 18.32% | 111.85%-93.5pp | 71.39%-53.1pp | 81.00%-62.7pp |
| Employer contribution / active EE | $1,831 | $3,114-41.2% | $4,735-61.3% | $2,440-24.9% |
| Participant deferral / active EE | $4,720 | $5,418-12.9% | $6,709-29.6% | $3,607+30.9% |
| Admin fee / account holder | $4,399 | $5,958-26.2% | $10,261-57.1% | $5,124-14.2% |