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 | $105,617 | $91,552+15.4% | $133,956-21.2% | $79,858+32.3% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.6%+5.4pp |
| Annual return | 8.06% | 61.85%-53.8pp | 45.09%-37.0pp | 31.71%-23.7pp |
| Employer contribution / active EE | $2,333 | $2,384-2.1% | $3,919-40.5% | $2,471-5.6% |
| Participant deferral / active EE | $5,078 | $3,733+36.0% | $5,048+0.6% | $3,740+35.8% |
| Admin fee / account holder | $12,688 | $6,321+100.7% | $8,927+42.1% | $5,306+139.1% |