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 | $146,267-5.6% | $197,124-30.0% | $82,448+67.4% |
| Participation rate | 93.6% | 84.0%+9.6pp | 86.7%+6.9pp | 68.1%+25.5pp |
| Annual return | 11.88% | 29.61%-17.7pp | 44.34%-32.5pp | 41.64%-29.8pp |
| Employer contribution / active EE | $3,684 | $4,723-22.0% | $6,227-40.8% | $2,551+44.4% |
| Participant deferral / active EE | $5,330 | $7,035-24.2% | $9,135-41.7% | $4,139+28.8% |
| Admin fee / account holder | $13,234 | $14,422-8.2% | $16,298-18.8% | $7,234+82.9% |