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 | $111,547 | $109,413+2.0% | $156,263-28.6% | $84,808+31.5% |
| Participation rate | 72.0% | 72.7%-0.7pp | 78.9%-6.9pp | 68.3%+3.7pp |
| Annual return | 8.91% | 20.18%-11.3pp | 59.47%-50.6pp | 40.90%-32.0pp |
| Employer contribution / active EE | $2,375 | $2,907-18.3% | $4,333-45.2% | $2,631-9.7% |
| Participant deferral / active EE | $3,279 | $4,590-28.5% | $6,158-46.7% | $4,212-22.1% |
| Admin fee / account holder | $8,670 | $9,357-7.3% | $14,255-39.2% | $7,344+18.1% |