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 8-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 | $125,876 | $94,625+33.0% | $116,228+8.3% | $84,808+48.4% |
| Participation rate | 94.1% | 70.4%+23.7pp | 74.6%+19.6pp | 68.3%+25.8pp |
| Annual return | 2.84% | 20.40%-17.6pp | 90.06%-87.2pp | 40.90%-38.1pp |
| Employer contribution / active EE | $1,932 | $2,347-17.7% | $2,994-35.5% | $2,631-26.6% |
| Participant deferral / active EE | $6,066 | $3,972+52.7% | $4,953+22.5% | $4,212+44.0% |
| Admin fee / account holder | $1,274 | $10,091-87.4% | $11,989-89.4% | $7,344-82.6% |