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 | $128,232 | $52,279+145.3% | $89,391+43.5% | $79,858+60.6% |
| Participation rate | 81.8% | 57.5%+24.3pp | 68.0%+13.8pp | 69.6%+12.2pp |
| Annual return | 1.96% | 22.16%-20.2pp | 245.62%-243.7pp | 31.71%-29.7pp |
| Employer contribution / active EE | $1,766 | $1,572+12.4% | $2,586-31.7% | $2,471-28.5% |
| Participant deferral / active EE | $3,482 | $2,740+27.1% | $3,890-10.5% | $3,740-6.9% |
| Admin fee / account holder | $2,166 | $3,356-35.5% | $4,881-55.6% | $5,306-59.2% |