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 | $193,246 | $99,341+94.5% | $84,750+128.0% | $273,961-29.5% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 1.51% | 22.93%-21.4pp | 22.78%-21.3pp | 41.45%-39.9pp |
| Employer contribution / active EE | $2,105 | $4,214-50.0% | $3,574-41.1% | $4,869-56.8% |
| Participant deferral / active EE | $13,431 | $4,269+214.6% | $3,712+261.9% | $5,287+154.0% |
| Admin fee / account holder | $1,600 | $6,644-75.9% | $5,332-70.0% | $10,132-84.2% |