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 | $181,103 | $78,520+130.6% | $96,576+87.5% | $82,448+119.7% |
| Participation rate | 96.3% | 77.7%+18.6pp | 81.4%+14.9pp | 68.1%+28.2pp |
| Annual return | 11.98% | 41.30%-29.3pp | 38.47%-26.5pp | 41.64%-29.7pp |
| Employer contribution / active EE | $3,429 | $2,630+30.4% | $3,553-3.5% | $2,551+34.4% |
| Participant deferral / active EE | $8,881 | $6,754+31.5% | $7,956+11.6% | $4,139+114.6% |
| Admin fee / account holder | $20,580 | $13,455+53.0% | $11,381+80.8% | $7,234+184.5% |