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 | $86,374 | $63,355+36.3% | $91,989-6.1% | $72,985+18.3% |
| Participation rate | 94.7% | 72.5%+22.2pp | 78.6%+16.1pp | 69.5%+25.3pp |
| Annual return | 19.30% | 35.35%-16.0pp | 69.02%-49.7pp | 81.00%-61.7pp |
| Employer contribution / active EE | $2,034 | $2,116-3.9% | $3,452-41.1% | $2,440-16.6% |
| Participant deferral / active EE | $3,911 | $4,883-19.9% | $5,923-34.0% | $3,607+8.4% |
| Admin fee / account holder | $7,380 | $4,668+58.1% | $7,743-4.7% | $5,124+44.0% |