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 | $105,758 | $85,766+23.3% | $136,294-22.4% | $70,131+50.8% |
| Participation rate | 82.4% | 74.2%+8.2pp | 81.9%+0.4pp | 69.5%+12.8pp |
| Annual return | 13.70% | 31.45%-17.8pp | 5155.94%-5142.2pp | 73.14%-59.4pp |
| Employer contribution / active EE | $4,379 | $2,966+47.7% | $4,695-6.7% | $2,342+87.0% |
| Participant deferral / active EE | $3,147 | $5,051-37.7% | $6,247-49.6% | $3,332-5.5% |
| Admin fee / account holder | $6,934 | $5,420+27.9% | $9,243-25.0% | $4,645+49.3% |