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 | $145,885 | $89,355+63.3% | $141,162+3.3% | $72,985+99.9% |
| Participation rate | 93.3% | 75.1%+18.2pp | 82.5%+10.9pp | 69.5%+23.8pp |
| Annual return | 17.48% | 111.85%-94.4pp | 71.39%-53.9pp | 81.00%-63.5pp |
| Employer contribution / active EE | $3,254 | $3,114+4.5% | $4,735-31.3% | $2,440+33.4% |
| Participant deferral / active EE | $5,806 | $5,418+7.2% | $6,709-13.5% | $3,607+60.9% |
| Admin fee / account holder | $4,093 | $5,958-31.3% | $10,261-60.1% | $5,124-20.1% |