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 9-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 | $135,998 | $72,277+88.2% | $101,248+34.3% | $79,858+70.3% |
| Participation rate | 77.1% | 68.5%+8.7pp | 75.8%+1.3pp | 69.6%+7.5pp |
| Annual return | 10.56% | 22.30%-11.7pp | 46.47%-35.9pp | 31.71%-21.2pp |
| Employer contribution / active EE | $1,028 | $2,692-61.8% | $3,660-71.9% | $2,471-58.4% |
| Participant deferral / active EE | $3,770 | $3,282+14.9% | $4,370-13.7% | $3,740+0.8% |
| Admin fee / account holder | $40,931 | $4,400+830.2% | $5,945+588.4% | $5,306+671.4% |