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 | $180,126 | $100,773+78.7% | $88,946+102.5% | $142,382+26.5% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.8%+16.9pp | 80.1%+5.6pp |
| Annual return | 7.18% | 70.18%-63.0pp | 57.82%-50.6pp | 217.08%-209.9pp |
| Employer contribution / active EE | $1,197 | $2,918-59.0% | $2,555-53.1% | $4,299-72.2% |
| Participant deferral / active EE | $3,700 | $5,230-29.3% | $4,581-19.2% | $6,507-43.1% |
| Admin fee / account holder | $2,846 | $9,693-70.6% | $8,261-65.6% | $12,624-77.5% |