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 | $247,690 | $109,413+126.4% | $156,263+58.5% | $84,808+192.1% |
| Participation rate | 75.9% | 72.7%+3.2pp | 78.9%-3.0pp | 68.3%+7.6pp |
| Annual return | 9.85% | 20.18%-10.3pp | 59.47%-49.6pp | 40.90%-31.0pp |
| Employer contribution / active EE | $1,832 | $2,907-37.0% | $4,333-57.7% | $2,631-30.4% |
| Participant deferral / active EE | $9,497 | $4,590+106.9% | $6,158+54.2% | $4,212+125.5% |
| Admin fee / account holder | $31,722 | $9,357+239.0% | $14,255+122.5% | $7,344+332.0% |