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 | $88,211 | $109,359-19.3% | $162,163-45.6% | $72,985+20.9% |
| Participation rate | 89.5% | 84.3%+5.2pp | 87.6%+1.9pp | 69.5%+20.0pp |
| Annual return | 15.42% | 25.46%-10.0pp | 115.59%-100.2pp | 81.00%-65.6pp |
| Employer contribution / active EE | $2,250 | $3,907-42.4% | $5,614-59.9% | $2,440-7.8% |
| Participant deferral / active EE | $4,255 | $5,481-22.4% | $7,298-41.7% | $3,607+18.0% |
| Admin fee / account holder | $1,330 | $7,972-83.3% | $10,843-87.7% | $5,124-74.1% |