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 | $90,674+10.9% | $96,707+4.0% | $82,448+22.0% |
| Participation rate | 70.6% | 75.9%-5.4pp | 80.4%-9.8pp | 68.1%+2.5pp |
| Annual return | 11.78% | 49.05%-37.3pp | 34.78%-23.0pp | 41.64%-29.9pp |
| Employer contribution / active EE | $2,671 | $3,975-32.8% | $4,191-36.3% | $2,551+4.7% |
| Participant deferral / active EE | $4,196 | $5,696-26.3% | $5,997-30.0% | $4,139+1.4% |
| Admin fee / account holder | $2,911 | $7,568-61.5% | $7,503-61.2% | $7,234-59.8% |