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 | $103,713 | $81,460+27.3% | $103,333+0.4% | $80,856+28.3% |
| Participation rate | 71.1% | 66.8%+4.2pp | 74.5%-3.5pp | 67.6%+3.4pp |
| Annual return | 9.22% | 25.55%-16.3pp | 24.88%-15.7pp | 35.59%-26.4pp |
| Employer contribution / active EE | $3,096 | $3,105-0.3% | $3,868-20.0% | $2,755+12.4% |
| Participant deferral / active EE | $8,511 | $3,869+120.0% | $5,057+68.3% | $4,296+98.1% |
| Admin fee / account holder | $13,673 | $6,566+108.2% | $8,355+63.7% | $6,918+97.6% |