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 | $91,992 | $89,753+2.5% | $107,525-14.4% | $84,808+8.5% |
| Participation rate | 97.3% | 68.1%+29.2pp | 75.1%+22.2pp | 68.3%+29.0pp |
| Annual return | 5.73% | 29.48%-23.8pp | 181.32%-175.6pp | 40.90%-35.2pp |
| Employer contribution / active EE | $2,509 | $3,113-19.4% | $3,754-33.2% | $2,631-4.6% |
| Participant deferral / active EE | $3,893 | $4,056-4.0% | $5,116-23.9% | $4,212-7.6% |
| Admin fee / account holder | $9,450 | $7,222+30.8% | $8,919+6.0% | $7,344+28.7% |