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 | $101,763+17.1% | $164,866-27.7% | $80,874+47.3% |
| Participation rate | 75.8% | 71.8%+3.9pp | 78.6%-2.8pp | 67.6%+8.1pp |
| Annual return | 7.47% | 16.73%-9.3pp | 69.97%-62.5pp | 35.62%-28.1pp |
| Employer contribution / active EE | $4,740 | $2,954+60.4% | $4,343+9.2% | $2,756+72.0% |
| Participant deferral / active EE | $4,114 | $4,477-8.1% | $6,033-31.8% | $4,297-4.3% |
| Admin fee / account holder | $2,230 | $8,228-72.9% | $12,689-82.4% | $6,935-67.8% |