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 | $70,089 | $71,050-1.4% | $93,606-25.1% | $80,856-13.3% |
| Participation rate | 84.6% | 60.4%+24.2pp | 68.7%+15.9pp | 67.6%+17.0pp |
| Annual return | 9.27% | 11.26%-2.0pp | 133.20%-123.9pp | 35.59%-26.3pp |
| Employer contribution / active EE | $2,572 | $1,564+64.5% | $2,420+6.3% | $2,755-6.7% |
| Participant deferral / active EE | $5,132 | $4,034+27.2% | $4,411+16.3% | $4,296+19.5% |
| Admin fee / account holder | $3,702 | $6,945-46.7% | $8,285-55.3% | $6,918-46.5% |