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 | $156,060 | $83,477+86.9% | $125,175+24.7% | $72,985+113.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 3.40% | 25.78%-22.4pp | 43.79%-40.4pp | 81.00%-77.6pp |
| Employer contribution / active EE | $5,777 | $2,345+146.3% | $3,865+49.5% | $2,440+136.8% |
| Participant deferral / active EE | $7,399 | $3,585+106.4% | $4,937+49.9% | $3,607+105.1% |
| Admin fee / account holder | $594 | $5,517-89.2% | $9,702-93.9% | $5,124-88.4% |