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 | $132,820 | $101,724+30.6% | $164,813-19.4% | $80,856+64.3% |
| Participation rate | 89.7% | 71.8%+17.8pp | 78.6%+11.1pp | 67.6%+22.0pp |
| Annual return | 9.45% | 16.72%-7.3pp | 69.93%-60.5pp | 35.59%-26.1pp |
| Employer contribution / active EE | $3,117 | $2,953+5.5% | $4,341-28.2% | $2,755+13.2% |
| Participant deferral / active EE | $9,063 | $4,477+102.4% | $6,031+50.3% | $4,296+111.0% |
| Admin fee / account holder | $6,866 | $8,227-16.5% | $12,690-45.9% | $6,918-0.8% |