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 | $127,964 | $138,347-7.5% | $184,203-30.5% | $80,856+58.3% |
| Participation rate | 91.2% | 83.9%+7.3pp | 86.8%+4.4pp | 67.6%+23.5pp |
| Annual return | 10.22% | 20.02%-9.8pp | 28.81%-18.6pp | 35.59%-25.4pp |
| Employer contribution / active EE | $3,191 | $4,850-34.2% | $6,427-50.4% | $2,755+15.8% |
| Participant deferral / active EE | $3,672 | $7,071-48.1% | $9,131-59.8% | $4,296-14.5% |
| Admin fee / account holder | $1,684 | $10,483-83.9% | $13,901-87.9% | $6,918-75.7% |