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 | $91,755 | $74,927+22.5% | $101,794-9.9% | $84,808+8.2% |
| Participation rate | 80.9% | 61.4%+19.4pp | 69.2%+11.7pp | 68.3%+12.5pp |
| Annual return | 11.09% | 18.70%-7.6pp | 30.53%-19.4pp | 40.90%-29.8pp |
| Employer contribution / active EE | $2,255 | $1,522+48.1% | $2,289-1.5% | $2,631-14.3% |
| Participant deferral / active EE | $8,239 | $3,099+165.8% | $4,084+101.7% | $4,212+95.6% |
| Admin fee / account holder | $2,474 | $6,514-62.0% | $8,777-71.8% | $7,344-66.3% |