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 | $102,726 | $88,672+15.8% | $105,223-2.4% | $82,448+24.6% |
| Participation rate | 96.0% | 67.9%+28.1pp | 75.0%+21.0pp | 68.1%+27.9pp |
| Annual return | 12.29% | 30.86%-18.6pp | 180.65%-168.4pp | 41.64%-29.3pp |
| Employer contribution / active EE | $2,042 | $3,048-33.0% | $3,689-44.6% | $2,551-19.9% |
| Participant deferral / active EE | $5,812 | $4,036+44.0% | $5,072+14.6% | $4,139+40.4% |
| Admin fee / account holder | $2,154 | $7,146-69.9% | $8,859-75.7% | $7,234-70.2% |