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 | $80,990 | $148,978-45.6% | $200,582-59.6% | $84,808-4.5% |
| Participation rate | 97.1% | 84.2%+12.9pp | 86.9%+10.3pp | 68.3%+28.8pp |
| Annual return | 12.40% | 28.16%-15.8pp | 42.33%-29.9pp | 40.90%-28.5pp |
| Employer contribution / active EE | $3,725 | $4,815-22.6% | $6,419-42.0% | $2,631+41.6% |
| Participant deferral / active EE | $7,183 | $7,142+0.6% | $9,331-23.0% | $4,212+70.6% |
| Admin fee / account holder | $8,624 | $13,977-38.3% | $16,305-47.1% | $7,344+17.4% |