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 | $90,665 | $80,968+12.0% | $96,544-6.1% | $75,163+20.6% |
| Participation rate | 80.0% | 71.8%+8.2pp | 76.0%+4.0pp | 67.2%+12.8pp |
| Annual return | 10.49% | 27.06%-16.6pp | 25.84%-15.4pp | 160.62%-150.1pp |
| Employer contribution / active EE | $3,539 | $2,282+55.1% | $2,965+19.3% | $2,670+32.5% |
| Participant deferral / active EE | $8,089 | $3,928+105.9% | $4,851+66.8% | $4,125+96.1% |
| Admin fee / account holder | $7,310 | $6,724+8.7% | $8,252-11.4% | $5,651+29.4% |