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 | $99,738 | $87,166+14.4% | $76,735+30.0% | $137,256-27.3% |
| Participation rate | 83.3% | 74.4%+9.0pp | 69.5%+13.8pp | 80.0%+3.4pp |
| Annual return | 8.98% | 26.50%-17.5pp | 29.77%-20.8pp | 220.34%-211.4pp |
| Employer contribution / active EE | $1,942 | $2,904-33.2% | $2,454-20.9% | $4,156-53.3% |
| Participant deferral / active EE | $2,817 | $4,726-40.4% | $4,088-31.1% | $6,407-56.0% |
| Admin fee / account holder | $478 | $8,403-94.3% | $7,189-93.4% | $12,270-96.1% |