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 | $89,333 | $93,571-4.5% | $135,903-34.3% | $75,163+18.9% |
| Participation rate | 88.0% | 75.2%+12.8pp | 81.9%+6.1pp | 67.2%+20.8pp |
| Annual return | 12.97% | 30.90%-17.9pp | 68.23%-55.3pp | 160.62%-147.6pp |
| Employer contribution / active EE | $2,079 | $3,537-41.2% | $4,856-57.2% | $2,670-22.1% |
| Participant deferral / active EE | $8,763 | $6,404+36.8% | $7,758+13.0% | $4,125+112.4% |
| Admin fee / account holder | $34,608 | $6,975+396.1% | $10,762+221.6% | $5,651+512.4% |