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 | $95,266+4.7% | $82,389+21.1% | $142,382-30.0% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.5%+13.8pp | 80.1%+3.2pp |
| Annual return | 8.98% | 25.74%-16.8pp | 28.67%-19.7pp | 217.08%-208.1pp |
| Employer contribution / active EE | $1,942 | $2,991-35.1% | $2,517-22.9% | $4,299-54.8% |
| Participant deferral / active EE | $2,817 | $4,809-41.4% | $4,155-32.2% | $6,507-56.7% |
| Admin fee / account holder | $478 | $8,563-94.4% | $7,231-93.4% | $12,624-96.2% |