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 | $88,275 | $109,881-19.7% | $150,045-41.2% | $84,808+4.1% |
| Participation rate | 75.7% | 76.1%-0.4pp | 82.3%-6.6pp | 68.3%+7.4pp |
| Annual return | 13.00% | 28.25%-15.2pp | 62.55%-49.5pp | 40.90%-27.9pp |
| Employer contribution / active EE | $2,713 | $3,561-23.8% | $4,693-42.2% | $2,631+3.1% |
| Participant deferral / active EE | $6,502 | $6,636-2.0% | $7,997-18.7% | $4,212+54.4% |
| Admin fee / account holder | $8,675 | $8,568+1.3% | $13,435-35.4% | $7,344+18.1% |