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 | $85,668 | $51,175+67.4% | $70,515+21.5% | $75,163+14.0% |
| Participation rate | 89.7% | 60.9%+28.7pp | 68.3%+21.3pp | 67.2%+22.5pp |
| Annual return | 11.80% | 30.02%-18.2pp | 32.77%-21.0pp | 160.62%-148.8pp |
| Employer contribution / active EE | $1,857 | $1,826+1.7% | $2,973-37.5% | $2,670-30.4% |
| Participant deferral / active EE | $4,289 | $2,849+50.5% | $4,567-6.1% | $4,125+4.0% |
| Admin fee / account holder | $5,181 | $4,091+26.6% | $6,412-19.2% | $5,651-8.3% |