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 | $111,664 | $101,069+10.5% | $81,478+37.0% | $147,584-24.3% |
| Participation rate | 78.9% | 74.5%+4.5pp | 68.0%+11.0pp | 82.8%-3.9pp |
| Annual return | 7.59% | 32.40%-24.8pp | 38.78%-31.2pp | 578.55%-571.0pp |
| Employer contribution / active EE | $7,094 | $3,205+121.3% | $2,568+176.3% | $4,876+45.5% |
| Participant deferral / active EE | $3,863 | $4,242-8.9% | $3,537+9.2% | $5,439-29.0% |
| Admin fee / account holder | $7,018 | $5,812+20.7% | $4,561+53.9% | $10,885-35.5% |