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 | $175,540 | $127,065+38.1% | $113,168+55.1% | $142,382+23.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 7.69% | 24.03%-16.3pp | 24.27%-16.6pp | 217.08%-209.4pp |
| Employer contribution / active EE | $2,133 | $3,442-38.0% | $2,975-28.3% | $4,299-50.4% |
| Participant deferral / active EE | $4,115 | $5,716-28.0% | $5,107-19.4% | $6,507-36.8% |
| Admin fee / account holder | $5,953 | $15,736-62.2% | $12,068-50.7% | $12,624-52.8% |