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 | $186,224 | $103,376+80.1% | $87,100+113.8% | $152,861+21.8% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.9%-1.9pp | 82.4%-7.4pp |
| Annual return | 4.17% | 28.10%-23.9pp | 28.19%-24.0pp | 345.32%-341.1pp |
| Employer contribution / active EE | $2,036 | $3,220-36.8% | $2,521-19.2% | $4,762-57.2% |
| Participant deferral / active EE | $8,625 | $4,778+80.5% | $4,049+113.0% | $5,850+47.4% |
| Admin fee / account holder | $723 | $12,205-94.1% | $7,497-90.4% | $11,596-93.8% |