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 | $136,003 | $62,586+117.3% | $76,768+77.2% | $64,186+111.9% |
| Participation rate | 75.0% | 72.8%+2.2pp | 77.0%-2.0pp | 69.6%+5.4pp |
| Annual return | -8.15% | -1.95%-6.2pp | 2.43%-10.6pp | 7.63%-15.8pp |
| Employer contribution / active EE | $1,906 | $1,832+4.1% | $2,485-23.3% | $2,381-19.9% |
| Participant deferral / active EE | $4,689 | $3,145+49.1% | $3,852+21.7% | $3,470+35.1% |
| Admin fee / account holder | $4,208 | $4,667-9.8% | $6,675-37.0% | $4,888-13.9% |