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 | $95,453+106.3% | $112,040+75.8% | $82,448+138.8% |
| Participation rate | 73.5% | 72.8%+0.8pp | 76.5%-3.0pp | 68.1%+5.5pp |
| Annual return | 11.61% | 23.92%-12.3pp | 24.52%-12.9pp | 41.64%-30.0pp |
| Employer contribution / active EE | $2,786 | $2,318+20.2% | $2,954-5.7% | $2,551+9.2% |
| Participant deferral / active EE | $6,306 | $4,224+49.3% | $5,098+23.7% | $4,139+52.4% |
| Admin fee / account holder | $8,264 | $9,013-8.3% | $12,098-31.7% | $7,234+14.2% |