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 | $95,803+10.5% | $113,168-6.4% | $84,808+24.9% |
| Participation rate | 76.0% | 72.9%+3.1pp | 76.6%-0.6pp | 68.3%+7.7pp |
| Annual return | 9.34% | 25.00%-15.7pp | 24.27%-14.9pp | 40.90%-31.6pp |
| Employer contribution / active EE | $838 | $2,360-64.5% | $2,975-71.8% | $2,631-68.2% |
| Participant deferral / active EE | $3,793 | $4,242-10.6% | $5,107-25.7% | $4,212-9.9% |
| Admin fee / account holder | $1,732 | $8,989-80.7% | $12,068-85.6% | $7,344-76.4% |