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 | $102,942 | $148,978-30.9% | $200,582-48.7% | $84,808+21.4% |
| Participation rate | 91.5% | 84.2%+7.3pp | 86.9%+4.6pp | 68.3%+23.2pp |
| Annual return | 12.95% | 28.16%-15.2pp | 42.33%-29.4pp | 40.90%-27.9pp |
| Employer contribution / active EE | $3,536 | $4,815-26.6% | $6,419-44.9% | $2,631+34.4% |
| Participant deferral / active EE | $7,173 | $7,142+0.4% | $9,331-23.1% | $4,212+70.3% |
| Admin fee / account holder | $14,149 | $13,977+1.2% | $16,305-13.2% | $7,344+92.7% |