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 | $135,209 | $138,347-2.3% | $184,203-26.6% | $80,856+67.2% |
| Participation rate | 86.7% | 83.9%+2.8pp | 86.8%-0.2pp | 67.6%+19.0pp |
| Annual return | 9.41% | 20.02%-10.6pp | 28.81%-19.4pp | 35.59%-26.2pp |
| Employer contribution / active EE | $2,468 | $4,850-49.1% | $6,427-61.6% | $2,755-10.4% |
| Participant deferral / active EE | $5,256 | $7,071-25.7% | $9,131-42.4% | $4,296+22.4% |
| Admin fee / account holder | $7,578 | $10,483-27.7% | $13,901-45.5% | $6,918+9.5% |