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 | $113,736 | $72,492+56.9% | $87,100+30.6% | $72,985+55.8% |
| Participation rate | 85.3% | 72.8%+12.5pp | 76.9%+8.4pp | 69.5%+15.8pp |
| Annual return | 13.87% | 24.46%-10.6pp | 28.19%-14.3pp | 81.00%-67.1pp |
| Employer contribution / active EE | $2,694 | $1,894+42.3% | $2,521+6.9% | $2,440+10.4% |
| Participant deferral / active EE | $5,660 | $3,270+73.1% | $4,049+39.8% | $3,607+56.9% |
| Admin fee / account holder | $3,009 | $5,055-40.5% | $7,497-59.9% | $5,124-41.3% |