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 | $130,768 | $65,365+100.1% | $92,893+40.8% | $72,985+79.2% |
| Participation rate | 84.6% | 68.3%+16.3pp | 76.0%+8.6pp | 69.5%+15.1pp |
| Annual return | 3.05% | 42.10%-39.1pp | 109.41%-106.4pp | 81.00%-78.0pp |
| Employer contribution / active EE | $2,887 | $2,594+11.3% | $3,653-21.0% | $2,440+18.3% |
| Participant deferral / active EE | $5,098 | $3,128+62.9% | $4,236+20.3% | $3,607+41.3% |
| Admin fee / account holder | $1,949 | $4,251-54.2% | $5,794-66.4% | $5,124-62.0% |