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 | $117,092 | $58,627+99.7% | $76,735+52.6% | $82,448+42.0% |
| Participation rate | 76.0% | 63.2%+12.8pp | 69.5%+6.5pp | 68.1%+7.9pp |
| Annual return | 11.92% | 39.10%-27.2pp | 29.77%-17.8pp | 41.64%-29.7pp |
| Employer contribution / active EE | $1,043 | $1,729-39.7% | $2,454-57.5% | $2,551-59.1% |
| Participant deferral / active EE | $2,440 | $3,134-22.1% | $4,088-40.3% | $4,139-41.1% |
| Admin fee / account holder | $6,524 | $5,323+22.6% | $7,189-9.2% | $7,234-9.8% |