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 | $113,824 | $77,899+46.1% | $149,673-24.0% | $75,163+51.4% |
| Participation rate | 76.0% | 65.6%+10.4pp | 78.8%-2.8pp | 67.2%+8.8pp |
| Annual return | 6.82% | 31.72%-24.9pp | 134.42%-127.6pp | 160.62%-153.8pp |
| Employer contribution / active EE | $2,493 | $3,137-20.5% | $4,818-48.3% | $2,670-6.6% |
| Participant deferral / active EE | $5,753 | $3,411+68.7% | $5,680+1.3% | $4,125+39.5% |
| Admin fee / account holder | $13,327 | $5,956+123.7% | $13,210+0.9% | $5,651+135.8% |