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 | $100,196 | $48,046+108.5% | $84,611+18.4% | $72,985+37.3% |
| Participation rate | 86.2% | 57.6%+28.6pp | 68.2%+18.0pp | 69.5%+16.7pp |
| Annual return | 16.21% | 37.38%-21.2pp | 258.74%-242.5pp | 81.00%-64.8pp |
| Employer contribution / active EE | $3,181 | $1,602+98.6% | $2,652+19.9% | $2,440+30.4% |
| Participant deferral / active EE | $4,144 | $2,680+54.6% | $3,899+6.3% | $3,607+14.9% |
| Admin fee / account holder | $1,199 | $3,395-64.7% | $4,912-75.6% | $5,124-76.6% |