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 | $126,948 | $80,717+57.3% | $154,803-18.0% | $84,808+49.7% |
| Participation rate | 96.7% | 66.8%+29.9pp | 78.1%+18.6pp | 68.3%+28.4pp |
| Annual return | 12.51% | 37.96%-25.4pp | 58.88%-46.4pp | 40.90%-28.4pp |
| Employer contribution / active EE | $4,109 | $2,761+48.8% | $4,305-4.6% | $2,631+56.2% |
| Participant deferral / active EE | $4,669 | $3,303+41.3% | $5,540-15.7% | $4,212+10.9% |
| Admin fee / account holder | $7,301 | $6,746+8.2% | $14,329-49.1% | $7,344-0.6% |