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 | $162,049 | $60,892+166.1% | $82,389+96.7% | $84,808+91.1% |
| Participation rate | 94.7% | 63.3%+31.5pp | 69.5%+25.2pp | 68.3%+26.4pp |
| Annual return | 13.05% | 37.29%-24.2pp | 28.67%-15.6pp | 40.90%-27.9pp |
| Employer contribution / active EE | $5,266 | $1,779+196.0% | $2,517+109.2% | $2,631+100.2% |
| Participant deferral / active EE | $3,289 | $3,179+3.5% | $4,155-20.8% | $4,212-21.9% |
| Admin fee / account holder | $2,851 | $5,467-47.9% | $7,231-60.6% | $7,344-61.2% |