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 | $124,614 | $89,753+38.8% | $107,525+15.9% | $84,808+46.9% |
| Participation rate | 92.3% | 68.1%+24.2pp | 75.1%+17.2pp | 68.3%+24.0pp |
| Annual return | 12.04% | 29.48%-17.4pp | 181.32%-169.3pp | 40.90%-28.9pp |
| Employer contribution / active EE | $1,441 | $3,113-53.7% | $3,754-61.6% | $2,631-45.2% |
| Participant deferral / active EE | $3,561 | $4,056-12.2% | $5,116-30.4% | $4,212-15.4% |
| Admin fee / account holder | $8,109 | $7,222+12.3% | $8,919-9.1% | $7,344+10.4% |