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 | $101,755 | $80,968+25.7% | $96,544+5.4% | $75,163+35.4% |
| Participation rate | 93.1% | 71.8%+21.3pp | 76.0%+17.1pp | 67.2%+25.9pp |
| Annual return | 11.29% | 27.06%-15.8pp | 25.84%-14.5pp | 160.62%-149.3pp |
| Employer contribution / active EE | $12,069 | $2,282+428.9% | $2,965+307.1% | $2,670+352.1% |
| Participant deferral / active EE | $3,088 | $3,928-21.4% | $4,851-36.3% | $4,125-25.1% |
| Admin fee / account holder | $5,935 | $6,724-11.7% | $8,252-28.1% | $5,651+5.0% |