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 | $68,433 | $63,861+7.2% | $104,607-34.6% | $79,858-14.3% |
| Participation rate | 86.1% | 64.9%+21.2pp | 74.1%+12.0pp | 69.6%+16.5pp |
| Annual return | 10.17% | 21.30%-11.1pp | 340.46%-330.3pp | 31.71%-21.5pp |
| Employer contribution / active EE | $1,994 | $1,588+25.6% | $2,681-25.6% | $2,471-19.3% |
| Participant deferral / active EE | $3,425 | $2,693+27.1% | $3,740-8.4% | $3,740-8.4% |
| Admin fee / account holder | $4,624 | $4,185+10.5% | $6,473-28.6% | $5,306-12.9% |