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 | $97,336 | $83,477+16.6% | $125,175-22.2% | $72,985+33.4% |
| Participation rate | 74.2% | 73.3%+0.9pp | 79.8%-5.6pp | 69.5%+4.7pp |
| Annual return | 13.55% | 25.78%-12.2pp | 43.79%-30.2pp | 81.00%-67.5pp |
| Employer contribution / active EE | $2,033 | $2,345-13.3% | $3,865-47.4% | $2,440-16.7% |
| Participant deferral / active EE | $6,235 | $3,585+73.9% | $4,937+26.3% | $3,607+72.8% |
| Admin fee / account holder | $2,584 | $5,517-53.2% | $9,702-73.4% | $5,124-49.6% |