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 | $89,322 | $80,968+10.3% | $96,544-7.5% | $75,163+18.8% |
| Participation rate | 70.0% | 71.8%-1.8pp | 76.0%-6.0pp | 67.2%+2.8pp |
| Annual return | 7.56% | 27.06%-19.5pp | 25.84%-18.3pp | 160.62%-153.1pp |
| Employer contribution / active EE | $1,558 | $2,282-31.7% | $2,965-47.4% | $2,670-41.6% |
| Participant deferral / active EE | $3,242 | $3,928-17.5% | $4,851-33.2% | $4,125-21.4% |
| Admin fee / account holder | $17,790 | $6,724+164.6% | $8,252+115.6% | $5,651+214.8% |