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 | $148,529 | $56,897+161.1% | $84,750+75.3% | $62,891+136.2% |
| Participation rate | 88.9% | 68.5%+20.4pp | 76.6%+12.3pp | 69.3%+19.6pp |
| Annual return | 3.35% | 6.30%-3.0pp | 22.78%-19.4pp | 20.14%-16.8pp |
| Employer contribution / active EE | $5,284 | $2,400+120.2% | $3,574+47.8% | $2,281+131.7% |
| Participant deferral / active EE | $3,464 | $2,709+27.9% | $3,712-6.7% | $3,203+8.1% |
| Admin fee / account holder | $3,648 | $3,581+1.9% | $5,332-31.6% | $4,296-15.1% |