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 | $161,383 | $82,882+94.7% | $127,761+26.3% | $72,985+121.1% |
| Participation rate | 97.2% | 71.5%+25.7pp | 79.0%+18.2pp | 69.5%+27.7pp |
| Annual return | 15.56% | 32.20%-16.6pp | 26.14%-10.6pp | 81.00%-65.4pp |
| Employer contribution / active EE | $8,059 | $3,346+140.8% | $4,574+76.2% | $2,440+230.3% |
| Participant deferral / active EE | $3,305 | $4,791-31.0% | $6,021-45.1% | $3,607-8.4% |
| Admin fee / account holder | $1,826 | $6,487-71.8% | $9,395-80.6% | $5,124-64.4% |