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 | $105,885 | $95,453+10.9% | $112,040-5.5% | $82,448+28.4% |
| Participation rate | 76.0% | 72.8%+3.2pp | 76.5%-0.5pp | 68.1%+7.9pp |
| Annual return | 9.34% | 23.92%-14.6pp | 24.52%-15.2pp | 41.64%-32.3pp |
| Employer contribution / active EE | $838 | $2,318-63.9% | $2,954-71.6% | $2,551-67.2% |
| Participant deferral / active EE | $3,793 | $4,224-10.2% | $5,098-25.6% | $4,139-8.4% |
| Admin fee / account holder | $1,732 | $9,013-80.8% | $12,098-85.7% | $7,234-76.1% |