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 | $136,466 | $54,762+149.2% | $90,281+51.2% | $72,985+87.0% |
| Participation rate | 96.4% | 65.1%+31.3pp | 73.3%+23.2pp | 69.5%+26.9pp |
| Annual return | 14.98% | 30.63%-15.7pp | 78.10%-63.1pp | 81.00%-66.0pp |
| Employer contribution / active EE | $7,345 | $2,092+251.0% | $2,854+157.3% | $2,440+201.0% |
| Participant deferral / active EE | $6,959 | $2,887+141.1% | $3,885+79.1% | $3,607+92.9% |
| Admin fee / account holder | $679 | $3,972-82.9% | $5,351-87.3% | $5,124-86.8% |