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 | $107,899 | $83,477+29.3% | $125,175-13.8% | $72,985+47.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 16.18% | 25.78%-9.6pp | 43.79%-27.6pp | 81.00%-64.8pp |
| Employer contribution / active EE | $3,182 | $2,345+35.7% | $3,865-17.7% | $2,440+30.4% |
| Participant deferral / active EE | $3,697 | $3,585+3.1% | $4,937-25.1% | $3,607+2.5% |
| Admin fee / account holder | $3,422 | $5,517-38.0% | $9,702-64.7% | $5,124-33.2% |