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 | $90,021 | $89,698+0.4% | $103,476-13.0% | $80,856+11.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.6%+32.4pp |
| Annual return | 11.15% | 22.78%-11.6pp | 23.90%-12.8pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,499 | $4,018-62.7% | $4,672-67.9% | $2,755-45.6% |
| Participant deferral / active EE | $1,732 | $5,456-68.3% | $6,623-73.9% | $4,296-59.7% |
| Admin fee / account holder | $13,622 | $6,768+101.3% | $9,413+44.7% | $6,918+96.9% |