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 | $190,848 | $125,758+51.8% | $169,993+12.3% | $75,163+153.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 11.20% | 27.20%-16.0pp | 53.37%-42.2pp | 160.62%-149.4pp |
| Employer contribution / active EE | $7,961 | $4,615+72.5% | $6,785+17.3% | $2,670+198.2% |
| Participant deferral / active EE | $4,436 | $6,837-35.1% | $10,408-57.4% | $4,125+7.5% |
| Admin fee / account holder | $9,542 | $8,173+16.7% | $12,815-25.5% | $5,651+68.9% |