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 | $173,069 | $63,355+173.2% | $91,989+88.1% | $72,985+137.1% |
| Participation rate | 78.8% | 72.5%+6.3pp | 78.6%+0.2pp | 69.5%+9.3pp |
| Annual return | 18.37% | 35.35%-17.0pp | 69.02%-50.6pp | 81.00%-62.6pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,905 | $4,883+102.9% | $5,923+67.2% | $3,607+174.6% |
| Admin fee / account holder | $17,198 | $4,668+268.4% | $7,743+122.1% | $5,124+235.6% |