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 | $80,401 | $76,552+5.0% | $123,892-35.1% | $62,891+27.8% |
| Participation rate | 86.7% | 73.0%+13.7pp | 81.4%+5.3pp | 69.3%+17.4pp |
| Annual return | 4.44% | 18.68%-14.2pp | 47.52%-43.1pp | 20.14%-15.7pp |
| Employer contribution / active EE | $6,280 | $2,883+117.9% | $4,617+36.0% | $2,281+175.3% |
| Participant deferral / active EE | $7,503 | $4,840+55.0% | $5,984+25.4% | $3,203+134.3% |
| Admin fee / account holder | $6,237 | $4,826+29.2% | $8,357-25.4% | $4,296+45.2% |