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 | $138,040 | $148,978-7.3% | $200,582-31.2% | $84,808+62.8% |
| Participation rate | 93.6% | 84.2%+9.4pp | 86.9%+6.7pp | 68.3%+25.3pp |
| Annual return | 11.88% | 28.16%-16.3pp | 42.33%-30.4pp | 40.90%-29.0pp |
| Employer contribution / active EE | $3,684 | $4,815-23.5% | $6,419-42.6% | $2,631+40.0% |
| Participant deferral / active EE | $5,330 | $7,142-25.4% | $9,331-42.9% | $4,212+26.5% |
| Admin fee / account holder | $13,234 | $13,977-5.3% | $16,305-18.8% | $7,344+80.2% |