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 | $141,980 | $71,050+99.8% | $93,606+51.7% | $80,856+75.6% |
| Participation rate | 72.7% | 60.4%+12.3pp | 68.7%+4.0pp | 67.6%+5.1pp |
| Annual return | 8.49% | 11.26%-2.8pp | 133.20%-124.7pp | 35.59%-27.1pp |
| Employer contribution / active EE | $2,825 | $1,564+80.7% | $2,420+16.7% | $2,755+2.5% |
| Participant deferral / active EE | $6,286 | $4,034+55.8% | $4,411+42.5% | $4,296+46.3% |
| Admin fee / account holder | $43,854 | $6,945+531.5% | $8,285+429.3% | $6,918+533.9% |