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 | $123,945 | $109,881+12.8% | $150,045-17.4% | $84,808+46.1% |
| Participation rate | 77.8% | 76.1%+1.7pp | 82.3%-4.5pp | 68.3%+9.5pp |
| Annual return | 13.40% | 28.25%-14.8pp | 62.55%-49.2pp | 40.90%-27.5pp |
| Employer contribution / active EE | $3,827 | $3,561+7.5% | $4,693-18.5% | $2,631+45.4% |
| Participant deferral / active EE | $7,369 | $6,636+11.0% | $7,997-7.9% | $4,212+75.0% |
| Admin fee / account holder | $3,873 | $8,568-54.8% | $13,435-71.2% | $7,344-47.3% |