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 | $129,122 | $80,717+60.0% | $154,803-16.6% | $84,808+52.3% |
| Participation rate | 75.0% | 66.8%+8.2pp | 78.1%-3.1pp | 68.3%+6.7pp |
| Annual return | 10.81% | 37.96%-27.1pp | 58.88%-48.1pp | 40.90%-30.1pp |
| Employer contribution / active EE | $5,378 | $2,761+94.8% | $4,305+24.9% | $2,631+104.4% |
| Participant deferral / active EE | $3,311 | $3,303+0.2% | $5,540-40.2% | $4,212-21.4% |
| Admin fee / account holder | $41,471 | $6,746+514.8% | $14,329+189.4% | $7,344+464.7% |