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 | $126,111 | $72,277+74.5% | $101,248+24.6% | $79,858+57.9% |
| Participation rate | 92.1% | 68.5%+23.6pp | 75.8%+16.3pp | 69.6%+22.5pp |
| Annual return | 9.91% | 22.30%-12.4pp | 46.47%-36.6pp | 31.71%-21.8pp |
| Employer contribution / active EE | $3,312 | $2,692+23.0% | $3,660-9.5% | $2,471+34.0% |
| Participant deferral / active EE | $1,906 | $3,282-41.9% | $4,370-56.4% | $3,740-49.1% |
| Admin fee / account holder | $1,737 | $4,400-60.5% | $5,945-70.8% | $5,306-67.3% |