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 | $93,128 | $106,749-12.8% | $145,433-36.0% | $82,448+13.0% |
| Participation rate | 78.8% | 75.6%+3.1pp | 82.1%-3.3pp | 68.1%+10.7pp |
| Annual return | 9.46% | 27.59%-18.1pp | 66.58%-57.1pp | 41.64%-32.2pp |
| Employer contribution / active EE | $3,333 | $3,444-3.2% | $4,554-26.8% | $2,551+30.6% |
| Participant deferral / active EE | $8,665 | $6,519+32.9% | $7,897+9.7% | $4,139+109.3% |
| Admin fee / account holder | $7,619 | $8,390-9.2% | $13,129-42.0% | $7,234+5.3% |