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 | $206,348 | $127,065+62.4% | $113,168+82.3% | $142,382+44.9% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 9.99% | 24.03%-14.0pp | 24.27%-14.3pp | 217.08%-207.1pp |
| Employer contribution / active EE | $3,142 | $3,442-8.7% | $2,975+5.6% | $4,299-26.9% |
| Participant deferral / active EE | $5,832 | $5,716+2.0% | $5,107+14.2% | $6,507-10.4% |
| Admin fee / account holder | $5,582 | $15,736-64.5% | $12,068-53.7% | $12,624-55.8% |