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 | $100,318 | $56,060+78.9% | $76,002+32.0% | $80,874+24.0% |
| Participation rate | 88.9% | 62.0%+26.9pp | 69.1%+19.8pp | 67.6%+21.2pp |
| Annual return | 6.40% | 20.54%-14.1pp | 360.07%-353.7pp | 35.62%-29.2pp |
| Employer contribution / active EE | $2,411 | $1,873+28.7% | $2,688-10.3% | $2,756-12.5% |
| Participant deferral / active EE | $7,221 | $3,051+136.6% | $4,257+69.6% | $4,297+68.1% |
| Admin fee / account holder | $12,409 | $5,237+136.9% | $6,414+93.5% | $6,935+78.9% |