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 | $97,450 | $72,277+34.8% | $101,248-3.8% | $79,858+22.0% |
| Participation rate | 80.8% | 68.5%+12.3pp | 75.8%+5.0pp | 69.6%+11.1pp |
| Annual return | 7.03% | 22.30%-15.3pp | 46.47%-39.4pp | 31.71%-24.7pp |
| Employer contribution / active EE | $3,317 | $2,692+23.2% | $3,660-9.4% | $2,471+34.2% |
| Participant deferral / active EE | $6,501 | $3,282+98.1% | $4,370+48.8% | $3,740+73.8% |
| Admin fee / account holder | $545 | $4,400-87.6% | $5,945-90.8% | $5,306-89.7% |