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 | $101,816 | $95,803+6.3% | $113,168-10.0% | $84,808+20.1% |
| Participation rate | 85.2% | 72.9%+12.4pp | 76.6%+8.7pp | 68.3%+16.9pp |
| Annual return | 11.72% | 25.00%-13.3pp | 24.27%-12.5pp | 40.90%-29.2pp |
| Employer contribution / active EE | $2,203 | $2,360-6.6% | $2,975-25.9% | $2,631-16.3% |
| Participant deferral / active EE | $3,664 | $4,242-13.6% | $5,107-28.3% | $4,212-13.0% |
| Admin fee / account holder | $8,044 | $8,989-10.5% | $12,068-33.3% | $7,344+9.5% |