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 | $100,766 | $80,717+24.8% | $154,803-34.9% | $84,808+18.8% |
| Participation rate | 90.0% | 66.8%+23.2pp | 78.1%+11.9pp | 68.3%+21.7pp |
| Annual return | 9.57% | 37.96%-28.4pp | 58.88%-49.3pp | 40.90%-31.3pp |
| Employer contribution / active EE | $2,273 | $2,761-17.7% | $4,305-47.2% | $2,631-13.6% |
| Participant deferral / active EE | $9,852 | $3,303+198.3% | $5,540+77.8% | $4,212+133.9% |
| Admin fee / account holder | $4,783 | $6,746-29.1% | $14,329-66.6% | $7,344-34.9% |