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 | $120,580 | $81,208+48.5% | $98,907+21.9% | $79,858+51.0% |
| Participation rate | 84.6% | 72.5%+12.1pp | 76.0%+8.6pp | 69.6%+15.0pp |
| Annual return | 9.03% | 60.99%-52.0pp | 196.43%-187.4pp | 31.71%-22.7pp |
| Employer contribution / active EE | $477 | $1,960-75.7% | $2,689-82.3% | $2,471-80.7% |
| Participant deferral / active EE | $6,159 | $3,265+88.6% | $4,244+45.1% | $3,740+64.7% |
| Admin fee / account holder | $5,814 | $6,013-3.3% | $6,642-12.5% | $5,306+9.6% |