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 | $169,607 | $58,851+188.2% | $115,157+47.3% | $72,985+132.4% |
| Participation rate | 71.4% | 65.5%+5.9pp | 75.9%-4.5pp | 69.5%+1.9pp |
| Annual return | 6.86% | 23.16%-16.3pp | 35.60%-28.7pp | 81.00%-74.1pp |
| Employer contribution / active EE | $3,610 | $1,798+100.8% | $3,179+13.6% | $2,440+47.9% |
| Participant deferral / active EE | $1,933 | $2,643-26.8% | $4,168-53.6% | $3,607-46.4% |
| Admin fee / account holder | $14,718 | $6,370+131.1% | $7,088+107.7% | $5,124+187.2% |