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 | $112,190 | $51,576+117.5% | $129,207-13.2% | $80,856+38.8% |
| Participation rate | 75.7% | 57.0%+18.7pp | 69.6%+6.1pp | 67.6%+8.0pp |
| Annual return | 9.89% | 20.81%-10.9pp | 9417.33%-9407.4pp | 35.59%-25.7pp |
| Employer contribution / active EE | $2,346 | $1,584+48.1% | $4,153-43.5% | $2,755-14.8% |
| Participant deferral / active EE | $9,610 | $2,669+260.1% | $4,168+130.6% | $4,296+123.7% |
| Admin fee / account holder | $12,667 | $4,305+194.2% | $7,715+64.2% | $6,918+83.1% |