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 | $120,025 | $80,968+48.2% | $96,544+24.3% | $75,163+59.7% |
| Participation rate | 80.6% | 71.8%+8.9pp | 76.0%+4.7pp | 67.2%+13.5pp |
| Annual return | 5.90% | 27.06%-21.2pp | 25.84%-19.9pp | 160.62%-154.7pp |
| Employer contribution / active EE | $3,245 | $2,282+42.2% | $2,965+9.5% | $2,670+21.6% |
| Participant deferral / active EE | $6,876 | $3,928+75.1% | $4,851+41.8% | $4,125+66.7% |
| Admin fee / account holder | $7,231 | $6,724+7.5% | $8,252-12.4% | $5,651+28.0% |