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 | $167,117 | $85,766+94.9% | $136,294+22.6% | $70,131+138.3% |
| Participation rate | 90.0% | 74.2%+15.8pp | 81.9%+8.1pp | 69.5%+20.5pp |
| Annual return | 11.73% | 31.45%-19.7pp | 5155.94%-5144.2pp | 73.14%-61.4pp |
| Employer contribution / active EE | $3,609 | $2,966+21.7% | $4,695-23.1% | $2,342+54.1% |
| Participant deferral / active EE | $4,315 | $5,051-14.6% | $6,247-30.9% | $3,332+29.5% |
| Admin fee / account holder | $18,770 | $5,420+246.3% | $9,243+103.1% | $4,645+304.1% |