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 | $135,019 | $72,492+86.3% | $87,100+55.0% | $72,985+85.0% |
| Participation rate | 76.5% | 72.8%+3.7pp | 76.9%-0.4pp | 69.5%+7.0pp |
| Annual return | 15.94% | 24.46%-8.5pp | 28.19%-12.3pp | 81.00%-65.1pp |
| Employer contribution / active EE | $1,993 | $1,894+5.2% | $2,521-21.0% | $2,440-18.3% |
| Participant deferral / active EE | $4,462 | $3,270+36.5% | $4,049+10.2% | $3,607+23.7% |
| Admin fee / account holder | $5,258 | $5,055+4.0% | $7,497-29.9% | $5,124+2.6% |