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 | $95,703 | $83,477+14.6% | $125,175-23.5% | $72,985+31.1% |
| Participation rate | 74.1% | 73.3%+0.8pp | 79.8%-5.7pp | 69.5%+4.6pp |
| Annual return | 6.29% | 25.78%-19.5pp | 43.79%-37.5pp | 81.00%-74.7pp |
| Employer contribution / active EE | $1,874 | $2,345-20.1% | $3,865-51.5% | $2,440-23.2% |
| Participant deferral / active EE | $3,085 | $3,585-14.0% | $4,937-37.5% | $3,607-14.5% |
| Admin fee / account holder | $2,707 | $5,517-50.9% | $9,702-72.1% | $5,124-47.2% |