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 | $133,790 | $95,803+39.7% | $113,168+18.2% | $84,808+57.8% |
| Participation rate | 90.6% | 72.9%+17.8pp | 76.6%+14.1pp | 68.3%+22.3pp |
| Annual return | 11.78% | 25.00%-13.2pp | 24.27%-12.5pp | 40.90%-29.1pp |
| Employer contribution / active EE | $1,847 | $2,360-21.7% | $2,975-37.9% | $2,631-29.8% |
| Participant deferral / active EE | $7,200 | $4,242+69.7% | $5,107+41.0% | $4,212+71.0% |
| Admin fee / account holder | $1,905 | $8,989-78.8% | $12,068-84.2% | $7,344-74.1% |