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 | $196,924 | $95,803+105.6% | $113,168+74.0% | $84,808+132.2% |
| Participation rate | 73.5% | 72.9%+0.7pp | 76.6%-3.0pp | 68.3%+5.2pp |
| Annual return | 11.61% | 25.00%-13.4pp | 24.27%-12.7pp | 40.90%-29.3pp |
| Employer contribution / active EE | $2,786 | $2,360+18.1% | $2,975-6.4% | $2,631+5.9% |
| Participant deferral / active EE | $6,306 | $4,242+48.7% | $5,107+23.5% | $4,212+49.7% |
| Admin fee / account holder | $8,264 | $8,989-8.1% | $12,068-31.5% | $7,344+12.5% |