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 | $157,995 | $109,881+43.8% | $150,045+5.3% | $84,808+86.3% |
| Participation rate | 71.0% | 76.1%-5.1pp | 82.3%-11.4pp | 68.3%+2.7pp |
| Annual return | 13.86% | 28.25%-14.4pp | 62.55%-48.7pp | 40.90%-27.0pp |
| Employer contribution / active EE | $2,708 | $3,561-24.0% | $4,693-42.3% | $2,631+2.9% |
| Participant deferral / active EE | $8,359 | $6,636+26.0% | $7,997+4.5% | $4,212+98.5% |
| Admin fee / account holder | $5,911 | $8,568-31.0% | $13,435-56.0% | $7,344-19.5% |