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 | $105,472 | $56,897+85.4% | $84,750+24.4% | $62,891+67.7% |
| Participation rate | 75.0% | 68.5%+6.5pp | 76.6%-1.6pp | 69.3%+5.7pp |
| Annual return | 3.93% | 6.30%-2.4pp | 22.78%-18.9pp | 20.14%-16.2pp |
| Employer contribution / active EE | $2,617 | $2,400+9.0% | $3,574-26.8% | $2,281+14.7% |
| Participant deferral / active EE | $5,839 | $2,709+115.5% | $3,712+57.3% | $3,203+82.3% |
| Admin fee / account holder | $14,644 | $3,581+309.0% | $5,332+174.6% | $4,296+240.9% |