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 | $82,356 | $86,929-5.3% | $102,423-19.6% | $80,856+1.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 8.99% | 18.88%-9.9pp | 29.32%-20.3pp | 35.59%-26.6pp |
| Employer contribution / active EE | $1,826 | $2,369-22.9% | $3,023-39.6% | $2,755-33.7% |
| Participant deferral / active EE | $2,913 | $4,118-29.3% | $5,053-42.3% | $4,296-32.2% |
| Admin fee / account holder | $8,535 | $8,049+6.0% | $9,451-9.7% | $6,918+23.4% |