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 | $107,845 | $109,881-1.9% | $150,045-28.1% | $84,808+27.2% |
| Participation rate | 92.0% | 76.1%+15.9pp | 82.3%+9.7pp | 68.3%+23.7pp |
| Annual return | 12.81% | 28.25%-15.4pp | 62.55%-49.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,914 | $3,561-46.3% | $4,693-59.2% | $2,631-27.3% |
| Participant deferral / active EE | $3,516 | $6,636-47.0% | $7,997-56.0% | $4,212-16.5% |
| Admin fee / account holder | $4,918 | $8,568-42.6% | $13,435-63.4% | $7,344-33.0% |