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 | $90,634 | $63,764+42.1% | $81,930+10.6% | $79,858+13.5% |
| Participation rate | 85.4% | 67.5%+17.9pp | 72.0%+13.4pp | 69.6%+15.8pp |
| Annual return | 8.69% | 22.66%-14.0pp | 29.49%-20.8pp | 31.71%-23.0pp |
| Employer contribution / active EE | $2,217 | $1,795+23.5% | $4,310-48.6% | $2,471-10.3% |
| Participant deferral / active EE | $4,226 | $2,780+52.0% | $7,107-40.5% | $3,740+13.0% |
| Admin fee / account holder | $11,441 | $4,426+158.5% | $5,158+121.8% | $5,306+115.6% |