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 | $115,233 | $78,926+46.0% | $136,749-15.7% | $84,808+35.9% |
| Participation rate | 96.9% | 62.2%+34.7pp | 72.1%+24.7pp | 68.3%+28.6pp |
| Annual return | 10.98% | 18.17%-7.2pp | 24.33%-13.3pp | 40.90%-29.9pp |
| Employer contribution / active EE | $3,602 | $2,134+68.8% | $3,400+6.0% | $2,631+36.9% |
| Participant deferral / active EE | $6,466 | $3,168+104.1% | $4,692+37.8% | $4,212+53.5% |
| Admin fee / account holder | $75,975 | $6,369+1092.9% | $11,386+567.3% | $7,344+934.5% |