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 | $149,628 | $67,606+121.3% | $82,313+81.8% | $70,131+113.4% |
| Participation rate | 80.8% | 72.8%+8.0pp | 76.9%+3.9pp | 69.5%+11.2pp |
| Annual return | 10.72% | 21.57%-10.8pp | 25.88%-15.2pp | 73.14%-62.4pp |
| Employer contribution / active EE | $695 | $1,755-60.4% | $2,428-71.4% | $2,342-70.3% |
| Participant deferral / active EE | $6,073 | $2,987+103.3% | $3,706+63.9% | $3,332+82.3% |
| Admin fee / account holder | $2,086 | $4,512-53.8% | $5,608-62.8% | $4,645-55.1% |