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 | $91,913 | $93,571-1.8% | $135,903-32.4% | $75,163+22.3% |
| Participation rate | 79.3% | 75.2%+4.1pp | 81.9%-2.6pp | 67.2%+12.1pp |
| Annual return | 13.97% | 30.90%-16.9pp | 68.23%-54.3pp | 160.62%-146.6pp |
| Employer contribution / active EE | $4,979 | $3,537+40.8% | $4,856+2.5% | $2,670+86.5% |
| Participant deferral / active EE | $8,152 | $6,404+27.3% | $7,758+5.1% | $4,125+97.6% |
| Admin fee / account holder | $1,615 | $6,975-76.9% | $10,762-85.0% | $5,651-71.4% |