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 | $205,728 | $148,978+38.1% | $200,582+2.6% | $84,808+142.6% |
| Participation rate | 93.1% | 84.2%+8.9pp | 86.9%+6.2pp | 68.3%+24.8pp |
| Annual return | 7.18% | 28.16%-21.0pp | 42.33%-35.2pp | 40.90%-33.7pp |
| Employer contribution / active EE | $3,059 | $4,815-36.5% | $6,419-52.3% | $2,631+16.3% |
| Participant deferral / active EE | $9,663 | $7,142+35.3% | $9,331+3.6% | $4,212+129.4% |
| Admin fee / account holder | $6,490 | $13,977-53.6% | $16,305-60.2% | $7,344-11.6% |