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 | $72,559 | $76,552-5.2% | $123,892-41.4% | $62,891+15.4% |
| Participation rate | 78.1% | 73.0%+5.1pp | 81.4%-3.3pp | 69.3%+8.8pp |
| Annual return | 4.17% | 18.68%-14.5pp | 47.52%-43.3pp | 20.14%-16.0pp |
| Employer contribution / active EE | $3,586 | $2,883+24.4% | $4,617-22.3% | $2,281+57.2% |
| Participant deferral / active EE | $8,059 | $4,840+66.5% | $5,984+34.7% | $3,203+151.6% |
| Admin fee / account holder | $8,323 | $4,826+72.5% | $8,357-0.4% | $4,296+93.8% |