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 | $168,481 | $94,625+78.1% | $116,228+45.0% | $84,808+98.7% |
| Participation rate | 96.9% | 70.4%+26.4pp | 74.6%+22.3pp | 68.3%+28.6pp |
| Annual return | 10.23% | 20.40%-10.2pp | 90.06%-79.8pp | 40.90%-30.7pp |
| Employer contribution / active EE | $1,865 | $2,347-20.5% | $2,994-37.7% | $2,631-29.1% |
| Participant deferral / active EE | $3,269 | $3,972-17.7% | $4,953-34.0% | $4,212-22.4% |
| Admin fee / account holder | $2,597 | $10,091-74.3% | $11,989-78.3% | $7,344-64.6% |