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 | $120,449 | $86,929+38.6% | $102,423+17.6% | $80,856+49.0% |
| Participation rate | 83.3% | 72.4%+11.0pp | 76.5%+6.8pp | 67.6%+15.7pp |
| Annual return | 6.51% | 18.88%-12.4pp | 29.32%-22.8pp | 35.59%-29.1pp |
| Employer contribution / active EE | $3,364 | $2,369+42.0% | $3,023+11.3% | $2,755+22.1% |
| Participant deferral / active EE | $7,565 | $4,118+83.7% | $5,053+49.7% | $4,296+76.1% |
| Admin fee / account holder | $17,099 | $8,049+112.4% | $9,451+80.9% | $6,918+147.2% |