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 | $90,758 | $73,787+23.0% | $98,716-8.1% | $82,448+10.1% |
| Participation rate | 83.3% | 61.4%+21.9pp | 69.3%+14.0pp | 68.1%+15.3pp |
| Annual return | 9.25% | 18.57%-9.3pp | 31.81%-22.6pp | 41.64%-32.4pp |
| Employer contribution / active EE | $1,667 | $1,511+10.3% | $2,279-26.9% | $2,551-34.7% |
| Participant deferral / active EE | $4,859 | $3,081+57.7% | $4,048+20.1% | $4,139+17.4% |
| Admin fee / account holder | $12,392 | $6,500+90.6% | $8,703+42.4% | $7,234+71.3% |