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 | $123,101 | $76,552+60.8% | $123,892-0.6% | $62,891+95.7% |
| Participation rate | 94.1% | 73.0%+21.1pp | 81.4%+12.7pp | 69.3%+24.8pp |
| Annual return | 0.67% | 18.68%-18.0pp | 47.52%-46.8pp | 20.14%-19.5pp |
| Employer contribution / active EE | $3,894 | $2,883+35.1% | $4,617-15.6% | $2,281+70.7% |
| Participant deferral / active EE | $7,842 | $4,840+62.0% | $5,984+31.0% | $3,203+144.8% |
| Admin fee / account holder | $891 | $4,826-81.5% | $8,357-89.3% | $4,296-79.2% |