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 | $72,109 | $93,571-22.9% | $135,903-46.9% | $75,163-4.1% |
| Participation rate | 96.3% | 75.2%+21.1pp | 81.9%+14.4pp | 67.2%+29.1pp |
| Annual return | 13.94% | 30.90%-17.0pp | 68.23%-54.3pp | 160.62%-146.7pp |
| Employer contribution / active EE | $5,007 | $3,537+41.6% | $4,856+3.1% | $2,670+87.5% |
| Participant deferral / active EE | $10,599 | $6,404+65.5% | $7,758+36.6% | $4,125+156.9% |
| Admin fee / account holder | $829 | $6,975-88.1% | $10,762-92.3% | $5,651-85.3% |