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 | $112,498 | $109,881+2.4% | $150,045-25.0% | $84,808+32.7% |
| Participation rate | 85.4% | 76.1%+9.3pp | 82.3%+3.0pp | 68.3%+17.1pp |
| Annual return | 12.16% | 28.25%-16.1pp | 62.55%-50.4pp | 40.90%-28.7pp |
| Employer contribution / active EE | $1,175 | $3,561-67.0% | $4,693-75.0% | $2,631-55.3% |
| Participant deferral / active EE | $5,715 | $6,636-13.9% | $7,997-28.5% | $4,212+35.7% |
| Admin fee / account holder | $5,647 | $8,568-34.1% | $13,435-58.0% | $7,344-23.1% |