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 | $104,144 | $95,453+9.1% | $112,040-7.0% | $82,448+26.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 11.26% | 23.92%-12.7pp | 24.52%-13.3pp | 41.64%-30.4pp |
| Employer contribution / active EE | $1,281 | $2,318-44.7% | $2,954-56.6% | $2,551-49.8% |
| Participant deferral / active EE | $2,940 | $4,224-30.4% | $5,098-42.3% | $4,139-29.0% |
| Admin fee / account holder | $5,289 | $9,013-41.3% | $12,098-56.3% | $7,234-26.9% |