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 9-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 | $90,250 | $87,841+2.7% | $133,980-32.6% | $62,891+43.5% |
| Participation rate | 76.9% | 83.4%-6.5pp | 87.1%-10.1pp | 69.3%+7.6pp |
| Annual return | 3.84% | 12.05%-8.2pp | 29.30%-25.5pp | 20.14%-16.3pp |
| Employer contribution / active EE | $2,956 | $3,483-15.1% | $5,211-43.3% | $2,281+29.6% |
| Participant deferral / active EE | $7,858 | $4,812+63.3% | $6,282+25.1% | $3,203+145.3% |
| Admin fee / account holder | $13,337 | $5,371+148.3% | $9,324+43.0% | $4,296+210.5% |