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 | $112,807 | $63,355+78.1% | $91,989+22.6% | $72,985+54.6% |
| Participation rate | 90.4% | 72.5%+17.9pp | 78.6%+11.8pp | 69.5%+20.9pp |
| Annual return | 12.47% | 35.35%-22.9pp | 69.02%-56.6pp | 81.00%-68.5pp |
| Employer contribution / active EE | $1,403 | $2,116-33.7% | $3,452-59.4% | $2,440-42.5% |
| Participant deferral / active EE | $5,892 | $4,883+20.7% | $5,923-0.5% | $3,607+63.3% |
| Admin fee / account holder | $3,215 | $4,668-31.1% | $7,743-58.5% | $5,124-37.3% |