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 | $85,208 | $108,825-21.7% | $156,181-45.4% | $82,448+3.3% |
| Participation rate | 94.3% | 72.4%+22.0pp | 78.8%+15.5pp | 68.1%+26.3pp |
| Annual return | 10.98% | 20.59%-9.6pp | 64.87%-53.9pp | 41.64%-30.7pp |
| Employer contribution / active EE | $2,202 | $2,870-23.3% | $4,294-48.7% | $2,551-13.7% |
| Participant deferral / active EE | $4,559 | $4,577-0.4% | $6,132-25.7% | $4,139+10.1% |
| Admin fee / account holder | $2,607 | $9,341-72.1% | $14,586-82.1% | $7,234-64.0% |