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 | $99,395 | $39,122+154.1% | $57,179+73.8% | $62,891+58.0% |
| Participation rate | 95.1% | 70.5%+24.6pp | 75.3%+19.8pp | 69.3%+25.8pp |
| Annual return | 0.85% | 9.23%-8.4pp | 14.59%-13.7pp | 20.14%-19.3pp |
| Employer contribution / active EE | $3,902 | $1,874+108.2% | $2,682+45.5% | $2,281+71.1% |
| Participant deferral / active EE | $3,307 | $2,374+39.3% | $3,096+6.8% | $3,203+3.3% |
| Admin fee / account holder | $6,225 | $2,592+140.2% | $3,139+98.3% | $4,296+44.9% |