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 | $125,721 | $76,367+64.6% | $93,606+34.3% | $72,985+72.3% |
| Participation rate | 94.1% | 71.7%+22.4pp | 75.8%+18.3pp | 69.5%+24.6pp |
| Annual return | 10.63% | 25.82%-15.2pp | 32.76%-22.1pp | 81.00%-70.4pp |
| Employer contribution / active EE | $1,583 | $2,275-30.4% | $2,718-41.8% | $2,440-35.1% |
| Participant deferral / active EE | $2,742 | $3,538-22.5% | $4,069-32.6% | $3,607-24.0% |
| Admin fee / account holder | $868 | $6,838-87.3% | $7,888-89.0% | $5,124-83.1% |