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 | $92,934 | $148,978-37.6% | $200,582-53.7% | $84,808+9.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 12.70% | 28.16%-15.5pp | 42.33%-29.6pp | 40.90%-28.2pp |
| Employer contribution / active EE | $3,474 | $4,815-27.9% | $6,419-45.9% | $2,631+32.0% |
| Participant deferral / active EE | $9,371 | $7,142+31.2% | $9,331+0.4% | $4,212+122.5% |
| Admin fee / account holder | $3,836 | $13,977-72.6% | $16,305-76.5% | $7,344-47.8% |