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 | $141,895 | $109,413+29.7% | $156,263-9.2% | $84,808+67.3% |
| Participation rate | 84.6% | 72.7%+11.9pp | 78.9%+5.7pp | 68.3%+16.3pp |
| Annual return | 11.48% | 20.18%-8.7pp | 59.47%-48.0pp | 40.90%-29.4pp |
| Employer contribution / active EE | $3,783 | $2,907+30.1% | $4,333-12.7% | $2,631+43.8% |
| Participant deferral / active EE | $8,835 | $4,590+92.5% | $6,158+43.5% | $4,212+109.8% |
| Admin fee / account holder | $29,934 | $9,357+219.9% | $14,255+110.0% | $7,344+307.6% |