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 | $100,763 | $63,346+59.1% | $92,233+9.2% | $70,131+43.7% |
| Participation rate | 88.9% | 68.7%+20.2pp | 76.5%+12.4pp | 69.5%+19.3pp |
| Annual return | 6.45% | 530.12%-523.7pp | 176.28%-169.8pp | 73.14%-66.7pp |
| Employer contribution / active EE | $1,766 | $2,471-28.5% | $3,679-52.0% | $2,342-24.6% |
| Participant deferral / active EE | $3,330 | $2,854+16.7% | $3,897-14.5% | $3,332-0.1% |
| Admin fee / account holder | $1,895 | $3,840-50.6% | $5,194-63.5% | $4,645-59.2% |