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 | $101,157 | $58,828+72.0% | $77,999+29.7% | $62,891+60.8% |
| Participation rate | 80.6% | 71.1%+9.6pp | 75.5%+5.1pp | 69.3%+11.3pp |
| Annual return | 4.19% | 17.16%-13.0pp | 425.96%-421.8pp | 20.14%-15.9pp |
| Employer contribution / active EE | $3,674 | $1,672+119.8% | $2,470+48.7% | $2,281+61.1% |
| Participant deferral / active EE | $3,563 | $2,686+32.7% | $3,497+1.9% | $3,203+11.2% |
| Admin fee / account holder | $1,320 | $4,393-70.0% | $5,480-75.9% | $4,296-69.3% |