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 | $164,386 | $95,803+71.6% | $113,168+45.3% | $84,808+93.8% |
| Participation rate | 92.9% | 72.9%+20.0pp | 76.6%+16.3pp | 68.3%+24.5pp |
| Annual return | 10.95% | 25.00%-14.1pp | 24.27%-13.3pp | 40.90%-29.9pp |
| Employer contribution / active EE | $1,165 | $2,360-50.6% | $2,975-60.8% | $2,631-55.7% |
| Participant deferral / active EE | $7,770 | $4,242+83.2% | $5,107+52.2% | $4,212+84.5% |
| Admin fee / account holder | $10,130 | $8,989+12.7% | $12,068-16.1% | $7,344+37.9% |