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 | $104,459 | $86,929+20.2% | $102,423+2.0% | $80,856+29.2% |
| Participation rate | 71.0% | 72.4%-1.4pp | 76.5%-5.5pp | 67.6%+3.3pp |
| Annual return | 7.74% | 18.88%-11.1pp | 29.32%-21.6pp | 35.59%-27.9pp |
| Employer contribution / active EE | $2,354 | $2,369-0.7% | $3,023-22.2% | $2,755-14.6% |
| Participant deferral / active EE | $4,941 | $4,118+20.0% | $5,053-2.2% | $4,296+15.0% |
| Admin fee / account holder | $6,732 | $8,049-16.4% | $9,451-28.8% | $6,918-2.7% |