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 | $101,661 | $80,717+25.9% | $154,803-34.3% | $84,808+19.9% |
| Participation rate | 80.0% | 66.8%+13.2pp | 78.1%+1.9pp | 68.3%+11.7pp |
| Annual return | 9.55% | 37.96%-28.4pp | 58.88%-49.3pp | 40.90%-31.3pp |
| Employer contribution / active EE | $2,460 | $2,761-10.9% | $4,305-42.9% | $2,631-6.5% |
| Participant deferral / active EE | $4,126 | $3,303+24.9% | $5,540-25.5% | $4,212-2.0% |
| Admin fee / account holder | $1,166 | $6,746-82.7% | $14,329-91.9% | $7,344-84.1% |