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 | $92,997 | $95,803-2.9% | $113,168-17.8% | $84,808+9.7% |
| Participation rate | 84.8% | 72.9%+12.0pp | 76.6%+8.3pp | 68.3%+16.5pp |
| Annual return | 11.55% | 25.00%-13.5pp | 24.27%-12.7pp | 40.90%-29.3pp |
| Employer contribution / active EE | $1,749 | $2,360-25.9% | $2,975-41.2% | $2,631-33.5% |
| Participant deferral / active EE | $7,130 | $4,242+68.1% | $5,107+39.6% | $4,212+69.3% |
| Admin fee / account holder | $29,390 | $8,989+227.0% | $12,068+143.5% | $7,344+300.2% |