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 | $124,518 | $66,402+87.5% | $109,895+13.3% | $85,850+45.0% |
| Participation rate | 75.0% | 63.9%+11.1pp | 74.2%+0.8pp | 69.3%+5.7pp |
| Annual return | 11.03% | 19.59%-8.6pp | 29.45%-18.4pp | 318.53%-307.5pp |
| Employer contribution / active EE | $916 | $1,687-45.7% | $2,842-67.8% | $2,565-64.3% |
| Participant deferral / active EE | $3,316 | $2,842+16.7% | $4,048-18.1% | $3,952-16.1% |
| Admin fee / account holder | $11,432 | $4,557+150.9% | $6,066+88.5% | $6,260+82.6% |