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 | $110,543 | $76,552+44.4% | $123,892-10.8% | $62,891+75.8% |
| Participation rate | 94.4% | 73.0%+21.5pp | 81.4%+13.0pp | 69.3%+25.1pp |
| Annual return | 5.33% | 18.68%-13.3pp | 47.52%-42.2pp | 20.14%-14.8pp |
| Employer contribution / active EE | $5,020 | $2,883+74.1% | $4,617+8.7% | $2,281+120.1% |
| Participant deferral / active EE | $6,395 | $4,840+32.1% | $5,984+6.9% | $3,203+99.7% |
| Admin fee / account holder | $1,331 | $4,826-72.4% | $8,357-84.1% | $4,296-69.0% |