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 | $83,055 | $93,571-11.2% | $135,903-38.9% | $75,163+10.5% |
| Participation rate | 80.0% | 75.2%+4.8pp | 81.9%-1.9pp | 67.2%+12.8pp |
| Annual return | 10.59% | 30.90%-20.3pp | 68.23%-57.6pp | 160.62%-150.0pp |
| Employer contribution / active EE | $3,069 | $3,537-13.2% | $4,856-36.8% | $2,670+15.0% |
| Participant deferral / active EE | $4,958 | $6,404-22.6% | $7,758-36.1% | $4,125+20.2% |
| Admin fee / account holder | $525 | $6,975-92.5% | $10,762-95.1% | $5,651-90.7% |