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 7-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 | $164,314 | $106,515+54.3% | $96,683+70.0% | $139,434+17.8% |
| Participation rate | 90.5% | 77.8%+12.6pp | 74.3%+16.1pp | 80.3%+10.2pp |
| Annual return | 8.38% | 38.43%-30.0pp | 35.69%-27.3pp | 372.94%-364.6pp |
| Employer contribution / active EE | $2,707 | $4,103-34.0% | $3,737-27.5% | $4,751-43.0% |
| Participant deferral / active EE | $4,940 | $5,454-9.4% | $4,878+1.3% | $6,710-26.4% |
| Admin fee / account holder | $11,459 | $7,877+45.5% | $6,730+70.3% | $11,403+0.5% |