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 | $128,370 | $139,421-7.9% | $239,577-46.4% | $116,462+10.2% |
| Participation rate | 77.1% | 75.0%+2.2pp | 82.1%-5.0pp | 74.7%+2.5pp |
| Annual return | 10.95% | 15.58%-4.6pp | -0.70%+11.7pp | 15.65%-4.7pp |
| Employer contribution / active EE | $2,447 | $4,487-45.5% | $7,232-66.2% | $3,231-24.3% |
| Participant deferral / active EE | $5,036 | $4,296+17.2% | $5,676-11.3% | $3,836+31.3% |
| Admin fee / account holder | $10,887 | $21,515-49.4% | $19,315-43.6% | $12,754-14.6% |