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 | $116,763 | $86,929+34.3% | $102,423+14.0% | $80,856+44.4% |
| Participation rate | 73.8% | 72.4%+1.4pp | 76.5%-2.7pp | 67.6%+6.2pp |
| Annual return | 10.17% | 18.88%-8.7pp | 29.32%-19.1pp | 35.59%-25.4pp |
| Employer contribution / active EE | $1,881 | $2,369-20.6% | $3,023-37.8% | $2,755-31.7% |
| Participant deferral / active EE | $3,161 | $4,118-23.3% | $5,053-37.4% | $4,296-26.4% |
| Admin fee / account holder | $17,711 | $8,049+120.0% | $9,451+87.4% | $6,918+156.0% |