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 | $103,149 | $86,929+18.7% | $102,423+0.7% | $80,856+27.6% |
| Participation rate | 95.6% | 72.4%+23.2pp | 76.5%+19.1pp | 67.6%+27.9pp |
| Annual return | 7.28% | 18.88%-11.6pp | 29.32%-22.0pp | 35.59%-28.3pp |
| Employer contribution / active EE | $3,816 | $2,369+61.1% | $3,023+26.2% | $2,755+38.5% |
| Participant deferral / active EE | $5,361 | $4,118+30.2% | $5,053+6.1% | $4,296+24.8% |
| Admin fee / account holder | $3,404 | $8,049-57.7% | $9,451-64.0% | $6,918-50.8% |