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 | $89,753+3.1% | $107,525-14.0% | $84,808+9.1% |
| Participation rate | 88.9% | 68.1%+20.8pp | 75.1%+13.8pp | 68.3%+20.6pp |
| Annual return | 9.88% | 29.48%-19.6pp | 181.32%-171.4pp | 40.90%-31.0pp |
| Employer contribution / active EE | $2,346 | $3,113-24.6% | $3,754-37.5% | $2,631-10.8% |
| Participant deferral / active EE | $4,083 | $4,056+0.7% | $5,116-20.2% | $4,212-3.1% |
| Admin fee / account holder | $10,370 | $7,222+43.6% | $8,919+16.3% | $7,344+41.2% |