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 | $92,495 | $88,672+4.3% | $105,223-12.1% | $82,448+12.2% |
| Participation rate | 88.9% | 67.9%+21.0pp | 75.0%+13.8pp | 68.1%+20.8pp |
| Annual return | 9.88% | 30.86%-21.0pp | 180.65%-170.8pp | 41.64%-31.8pp |
| Employer contribution / active EE | $2,346 | $3,048-23.0% | $3,689-36.4% | $2,551-8.0% |
| Participant deferral / active EE | $4,083 | $4,036+1.2% | $5,072-19.5% | $4,139-1.4% |
| Admin fee / account holder | $10,370 | $7,146+45.1% | $8,859+17.1% | $7,234+43.3% |