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 | $160,579 | $101,724+57.9% | $164,813-2.6% | $80,856+98.6% |
| Participation rate | 89.3% | 71.8%+17.5pp | 78.6%+10.7pp | 67.6%+21.6pp |
| Annual return | 9.50% | 16.72%-7.2pp | 69.93%-60.4pp | 35.59%-26.1pp |
| Employer contribution / active EE | $2,828 | $2,953-4.2% | $4,341-34.8% | $2,755+2.7% |
| Participant deferral / active EE | $6,588 | $4,477+47.1% | $6,031+9.2% | $4,296+53.4% |
| Admin fee / account holder | $15,463 | $8,227+87.9% | $12,690+21.9% | $6,918+123.5% |