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 | $172,041 | $80,968+112.5% | $96,544+78.2% | $75,163+128.9% |
| Participation rate | 93.8% | 71.8%+22.0pp | 76.0%+17.8pp | 67.2%+26.6pp |
| Annual return | 10.39% | 27.06%-16.7pp | 25.84%-15.5pp | 160.62%-150.2pp |
| Employer contribution / active EE | $2,621 | $2,282+14.8% | $2,965-11.6% | $2,670-1.8% |
| Participant deferral / active EE | $6,137 | $3,928+56.2% | $4,851+26.5% | $4,125+48.8% |
| Admin fee / account holder | $3,129 | $6,724-53.5% | $8,252-62.1% | $5,651-44.6% |