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 | $89,202 | $86,929+2.6% | $102,423-12.9% | $80,856+10.3% |
| Participation rate | 71.4% | 72.4%-0.9pp | 76.5%-5.1pp | 67.6%+3.8pp |
| Annual return | 7.14% | 18.88%-11.7pp | 29.32%-22.2pp | 35.59%-28.5pp |
| Employer contribution / active EE | $3,087 | $2,369+30.3% | $3,023+2.1% | $2,755+12.1% |
| Participant deferral / active EE | $7,134 | $4,118+73.2% | $5,053+41.2% | $4,296+66.1% |
| Admin fee / account holder | $4,817 | $8,049-40.2% | $9,451-49.0% | $6,918-30.4% |