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 | $111,869 | $80,968+38.2% | $96,544+15.9% | $75,163+48.8% |
| Participation rate | 82.4% | 71.8%+10.6pp | 76.0%+6.4pp | 67.2%+15.2pp |
| Annual return | 11.79% | 27.06%-15.3pp | 25.84%-14.1pp | 160.62%-148.8pp |
| Employer contribution / active EE | $3,499 | $2,282+53.4% | $2,965+18.0% | $2,670+31.1% |
| Participant deferral / active EE | $5,364 | $3,928+36.6% | $4,851+10.6% | $4,125+30.0% |
| Admin fee / account holder | $2,259 | $6,724-66.4% | $8,252-72.6% | $5,651-60.0% |