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 | $97,926 | $97,125+0.8% | $86,233+13.6% | $137,256-28.7% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.0%+16.7pp | 80.0%+5.8pp |
| Annual return | 10.60% | 74.19%-63.6pp | 61.39%-50.8pp | 220.34%-209.7pp |
| Employer contribution / active EE | $1,661 | $2,841-41.6% | $2,504-33.7% | $4,156-60.0% |
| Participant deferral / active EE | $5,507 | $5,180+6.3% | $4,559+20.8% | $6,407-14.0% |
| Admin fee / account holder | $10,674 | $9,725+9.8% | $8,342+28.0% | $12,270-13.0% |