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 6-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 | $125,587 | $81,248+54.6% | $155,509-19.2% | $80,856+55.3% |
| Participation rate | 76.7% | 66.2%+10.4pp | 78.2%-1.5pp | 67.6%+9.0pp |
| Annual return | 10.53% | 33.31%-22.8pp | 64.67%-54.1pp | 35.59%-25.1pp |
| Employer contribution / active EE | $2,929 | $3,100-5.5% | $4,672-37.3% | $2,755+6.3% |
| Participant deferral / active EE | $5,525 | $3,452+60.1% | $5,626-1.8% | $4,296+28.6% |
| Admin fee / account holder | $915 | $7,997-88.6% | $15,912-94.3% | $6,918-86.8% |