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 | $128,734 | $68,719+87.3% | $91,541+40.6% | $84,808+51.8% |
| Participation rate | 85.4% | 64.5%+20.9pp | 69.8%+15.6pp | 68.3%+17.1pp |
| Annual return | 10.88% | 19.12%-8.2pp | 20.50%-9.6pp | 40.90%-30.0pp |
| Employer contribution / active EE | $3,238 | $1,920+68.7% | $2,505+29.3% | $2,631+23.1% |
| Participant deferral / active EE | $8,920 | $3,136+184.5% | $4,008+122.6% | $4,212+111.8% |
| Admin fee / account holder | $48,758 | $5,786+742.6% | $6,956+600.9% | $7,344+563.9% |