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 | $112,109 | $78,422+43.0% | $95,952+16.8% | $79,858+40.4% |
| Participation rate | 89.2% | 73.5%+15.7pp | 77.1%+12.1pp | 69.6%+19.6pp |
| Annual return | 8.25% | 19.37%-11.1pp | 91.61%-83.4pp | 31.71%-23.5pp |
| Employer contribution / active EE | $1,554 | $1,945-20.1% | $2,541-38.8% | $2,471-37.1% |
| Participant deferral / active EE | $4,633 | $3,440+34.7% | $4,167+11.2% | $3,740+23.9% |
| Admin fee / account holder | $6,549 | $5,622+16.5% | $6,795-3.6% | $5,306+23.4% |