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 | $101,046 | $86,929+16.2% | $102,423-1.3% | $80,856+25.0% |
| Participation rate | 88.9% | 72.4%+16.5pp | 76.5%+12.4pp | 67.6%+21.3pp |
| Annual return | 7.39% | 18.88%-11.5pp | 29.32%-21.9pp | 35.59%-28.2pp |
| Employer contribution / active EE | $3,401 | $2,369+43.5% | $3,023+12.5% | $2,755+23.4% |
| Participant deferral / active EE | $7,528 | $4,118+82.8% | $5,053+49.0% | $4,296+75.2% |
| Admin fee / account holder | $4,021 | $8,049-50.0% | $9,451-57.4% | $6,918-41.9% |