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 | $142,541 | $54,762+160.3% | $90,281+57.9% | $72,985+95.3% |
| Participation rate | 96.9% | 65.1%+31.7pp | 73.3%+23.6pp | 69.5%+27.4pp |
| Annual return | 5.60% | 30.63%-25.0pp | 78.10%-72.5pp | 81.00%-75.4pp |
| Employer contribution / active EE | $5,625 | $2,092+168.8% | $2,854+97.1% | $2,440+130.5% |
| Participant deferral / active EE | $2,234 | $2,887-22.6% | $3,885-42.5% | $3,607-38.1% |
| Admin fee / account holder | $16,326 | $3,972+311.0% | $5,351+205.1% | $5,124+218.6% |