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 | $90,015 | $94,625-4.9% | $116,228-22.6% | $84,808+6.1% |
| Participation rate | 95.9% | 70.4%+25.5pp | 74.6%+21.4pp | 68.3%+27.6pp |
| Annual return | 11.14% | 20.40%-9.3pp | 90.06%-78.9pp | 40.90%-29.8pp |
| Employer contribution / active EE | $1,342 | $2,347-42.8% | $2,994-55.2% | $2,631-49.0% |
| Participant deferral / active EE | $2,907 | $3,972-26.8% | $4,953-41.3% | $4,212-31.0% |
| Admin fee / account holder | $8,444 | $10,091-16.3% | $11,989-29.6% | $7,344+15.0% |