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 | $99,934 | $109,359-8.6% | $162,163-38.4% | $72,985+36.9% |
| Participation rate | 88.5% | 84.3%+4.2pp | 87.6%+0.9pp | 69.5%+19.0pp |
| Annual return | 16.06% | 25.46%-9.4pp | 115.59%-99.5pp | 81.00%-64.9pp |
| Employer contribution / active EE | $3,471 | $3,907-11.2% | $5,614-38.2% | $2,440+42.3% |
| Participant deferral / active EE | $7,334 | $5,481+33.8% | $7,298+0.5% | $3,607+103.3% |
| Admin fee / account holder | $60,256 | $7,972+655.9% | $10,843+455.7% | $5,124+1075.9% |