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 | $120,085 | $109,881+9.3% | $150,045-20.0% | $84,808+41.6% |
| Participation rate | 82.8% | 76.1%+6.7pp | 82.3%+0.4pp | 68.3%+14.4pp |
| Annual return | 13.88% | 28.25%-14.4pp | 62.55%-48.7pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,357 | $3,561-61.9% | $4,693-71.1% | $2,631-48.4% |
| Participant deferral / active EE | $5,378 | $6,636-19.0% | $7,997-32.7% | $4,212+27.7% |
| Admin fee / account holder | $14,966 | $8,568+74.7% | $13,435+11.4% | $7,344+103.8% |