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 | $84,893 | $73,933+14.8% | $96,683-12.2% | $75,163+12.9% |
| Participation rate | 97.1% | 66.4%+30.6pp | 74.3%+22.7pp | 67.2%+29.9pp |
| Annual return | 2.97% | 26.70%-23.7pp | 35.69%-32.7pp | 160.62%-157.6pp |
| Employer contribution / active EE | $9,706 | $2,928+231.5% | $3,737+159.7% | $2,670+263.5% |
| Participant deferral / active EE | $5,260 | $3,659+43.8% | $4,878+7.8% | $4,125+27.5% |
| Admin fee / account holder | $7,730 | $5,216+48.2% | $6,730+14.9% | $5,651+36.8% |