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 | $94,384 | $101,724-7.2% | $164,813-42.7% | $80,856+16.7% |
| Participation rate | 82.9% | 71.8%+11.0pp | 78.6%+4.3pp | 67.6%+15.2pp |
| Annual return | 10.14% | 16.72%-6.6pp | 69.93%-59.8pp | 35.59%-25.5pp |
| Employer contribution / active EE | $2,173 | $2,953-26.4% | $4,341-49.9% | $2,755-21.1% |
| Participant deferral / active EE | $4,762 | $4,477+6.4% | $6,031-21.1% | $4,296+10.8% |
| Admin fee / account holder | $1,960 | $8,227-76.2% | $12,690-84.6% | $6,918-71.7% |