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 | $119,150 | $101,724+17.1% | $164,813-27.7% | $80,856+47.4% |
| Participation rate | 75.8% | 71.8%+3.9pp | 78.6%-2.8pp | 67.6%+8.1pp |
| Annual return | 7.47% | 16.72%-9.2pp | 69.93%-62.5pp | 35.59%-28.1pp |
| Employer contribution / active EE | $4,740 | $2,953+60.5% | $4,341+9.2% | $2,755+72.1% |
| Participant deferral / active EE | $4,114 | $4,477-8.1% | $6,031-31.8% | $4,296-4.2% |
| Admin fee / account holder | $2,230 | $8,227-72.9% | $12,690-82.4% | $6,918-67.8% |