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 | $123,902 | $95,803+29.3% | $113,168+9.5% | $84,808+46.1% |
| Participation rate | 72.4% | 72.9%-0.5pp | 76.6%-4.2pp | 68.3%+4.1pp |
| Annual return | 10.93% | 25.00%-14.1pp | 24.27%-13.3pp | 40.90%-30.0pp |
| Employer contribution / active EE | $2,200 | $2,360-6.8% | $2,975-26.1% | $2,631-16.4% |
| Participant deferral / active EE | $3,639 | $4,242-14.2% | $5,107-28.7% | $4,212-13.6% |
| Admin fee / account holder | $7,512 | $8,989-16.4% | $12,068-37.8% | $7,344+2.3% |