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 | $97,090 | $93,571+3.8% | $135,903-28.6% | $75,163+29.2% |
| Participation rate | 97.1% | 75.2%+21.9pp | 81.9%+15.2pp | 67.2%+29.9pp |
| Annual return | 12.46% | 30.90%-18.4pp | 68.23%-55.8pp | 160.62%-148.2pp |
| Employer contribution / active EE | $12,395 | $3,537+250.5% | $4,856+155.3% | $2,670+364.3% |
| Participant deferral / active EE | $5,358 | $6,404-16.3% | $7,758-30.9% | $4,125+29.9% |
| Admin fee / account holder | $7,544 | $6,975+8.2% | $10,762-29.9% | $5,651+33.5% |