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 | $137,826 | $73,933+86.4% | $96,683+42.6% | $75,163+83.4% |
| Participation rate | 85.2% | 66.4%+18.8pp | 74.3%+10.8pp | 67.2%+18.0pp |
| Annual return | 12.18% | 26.70%-14.5pp | 35.69%-23.5pp | 160.62%-148.4pp |
| Employer contribution / active EE | $6,695 | $2,928+128.7% | $3,737+79.2% | $2,670+150.8% |
| Participant deferral / active EE | $4,841 | $3,659+32.3% | $4,878-0.8% | $4,125+17.4% |
| Admin fee / account holder | $1,156 | $5,216-77.8% | $6,730-82.8% | $5,651-79.5% |