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 | $84,103 | $60,892+38.1% | $82,389+2.1% | $84,808-0.8% |
| Participation rate | 96.4% | 63.3%+33.2pp | 69.5%+26.9pp | 68.3%+28.1pp |
| Annual return | 4.66% | 37.29%-32.6pp | 28.67%-24.0pp | 40.90%-36.2pp |
| Employer contribution / active EE | $1,983 | $1,779+11.5% | $2,517-21.2% | $2,631-24.6% |
| Participant deferral / active EE | $5,880 | $3,179+85.0% | $4,155+41.5% | $4,212+39.6% |
| Admin fee / account holder | $14,349 | $5,467+162.5% | $7,231+98.5% | $7,344+95.4% |