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 | $100,549 | $93,170+7.9% | $100,5340% | $84,808+18.6% |
| Participation rate | 70.6% | 75.8%-5.3pp | 80.6%-10.0pp | 68.3%+2.3pp |
| Annual return | 11.78% | 47.13%-35.3pp | 32.66%-20.9pp | 40.90%-29.1pp |
| Employer contribution / active EE | $2,671 | $3,985-33.0% | $4,346-38.6% | $2,631+1.5% |
| Participant deferral / active EE | $4,196 | $5,699-26.4% | $6,144-31.7% | $4,212-0.4% |
| Admin fee / account holder | $2,911 | $7,382-60.6% | $7,654-62.0% | $7,344-60.4% |