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 | $131,105 | $108,825+20.5% | $156,181-16.1% | $82,448+59.0% |
| Participation rate | 74.3% | 72.4%+1.9pp | 78.8%-4.5pp | 68.1%+6.2pp |
| Annual return | 8.10% | 20.59%-12.5pp | 64.87%-56.8pp | 41.64%-33.5pp |
| Employer contribution / active EE | $2,380 | $2,870-17.1% | $4,294-44.6% | $2,551-6.7% |
| Participant deferral / active EE | $6,060 | $4,577+32.4% | $6,132-1.2% | $4,139+46.4% |
| Admin fee / account holder | $4,448 | $9,341-52.4% | $14,586-69.5% | $7,234-38.5% |