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 | $127,792 | $73,933+72.8% | $96,683+32.2% | $75,163+70.0% |
| Participation rate | 96.0% | 66.4%+29.6pp | 74.3%+21.7pp | 67.2%+28.8pp |
| Annual return | 12.95% | 26.70%-13.7pp | 35.69%-22.7pp | 160.62%-147.7pp |
| Employer contribution / active EE | $1,272 | $2,928-56.5% | $3,737-66.0% | $2,670-52.4% |
| Participant deferral / active EE | $7,065 | $3,659+93.1% | $4,878+44.8% | $4,125+71.3% |
| Admin fee / account holder | $8,277 | $5,216+58.7% | $6,730+23.0% | $5,651+46.5% |