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 | $91,259 | $70,428+29.6% | $96,562-5.5% | $85,850+6.3% |
| Participation rate | 92.3% | 61.8%+30.5pp | 69.8%+22.5pp | 69.3%+23.0pp |
| Annual return | 6.44% | 18.59%-12.2pp | 37.78%-31.3pp | 318.53%-312.1pp |
| Employer contribution / active EE | $2,462 | $1,413+74.2% | $2,356+4.5% | $2,565-4.0% |
| Participant deferral / active EE | $5,088 | $2,894+75.8% | $3,849+32.2% | $3,952+28.7% |
| Admin fee / account holder | $7,583 | $4,997+51.8% | $6,181+22.7% | $6,260+21.1% |