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 | $94,865 | $83,477+13.6% | $125,175-24.2% | $72,985+30.0% |
| Participation rate | 88.5% | 73.3%+15.2pp | 79.8%+8.7pp | 69.5%+19.0pp |
| Annual return | 12.04% | 25.78%-13.7pp | 43.79%-31.7pp | 81.00%-69.0pp |
| Employer contribution / active EE | $2,557 | $2,345+9.0% | $3,865-33.8% | $2,440+4.8% |
| Participant deferral / active EE | $6,445 | $3,585+79.8% | $4,937+30.5% | $3,607+78.7% |
| Admin fee / account holder | $540 | $5,517-90.2% | $9,702-94.4% | $5,124-89.5% |