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 | $126,146 | $89,753+40.5% | $107,525+17.3% | $84,808+48.7% |
| Participation rate | 95.1% | 68.1%+27.1pp | 75.1%+20.0pp | 68.3%+26.8pp |
| Annual return | 12.66% | 29.48%-16.8pp | 181.32%-168.7pp | 40.90%-28.2pp |
| Employer contribution / active EE | $4,449 | $3,113+42.9% | $3,754+18.5% | $2,631+69.1% |
| Participant deferral / active EE | $9,020 | $4,056+122.4% | $5,116+76.3% | $4,212+114.2% |
| Admin fee / account holder | $807 | $7,222-88.8% | $8,919-91.0% | $7,344-89.0% |