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 6-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 | $76,227 | $86,929-12.3% | $102,423-25.6% | $80,856-5.7% |
| Participation rate | 81.5% | 72.4%+9.1pp | 76.5%+5.0pp | 67.6%+13.8pp |
| Annual return | 8.94% | 18.88%-9.9pp | 29.32%-20.4pp | 35.59%-26.7pp |
| Employer contribution / active EE | $2,543 | $2,369+7.3% | $3,023-15.9% | $2,755-7.7% |
| Participant deferral / active EE | $5,520 | $4,118+34.0% | $5,053+9.3% | $4,296+28.5% |
| Admin fee / account holder | $13,720 | $8,049+70.5% | $9,451+45.2% | $6,918+98.3% |