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 3-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 | $158,607 | $73,933+114.5% | $96,683+64.0% | $75,163+111.0% |
| Participation rate | 74.2% | 66.4%+7.8pp | 74.3%-0.1pp | 67.2%+7.0pp |
| Annual return | 10.17% | 26.70%-16.5pp | 35.69%-25.5pp | 160.62%-150.4pp |
| Employer contribution / active EE | $2,449 | $2,928-16.4% | $3,737-34.5% | $2,670-8.3% |
| Participant deferral / active EE | $6,240 | $3,659+70.6% | $4,878+27.9% | $4,125+51.3% |
| Admin fee / account holder | $4,330 | $5,216-17.0% | $6,730-35.7% | $5,651-23.4% |