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 | $91,022 | $71,050+28.1% | $93,606-2.8% | $80,856+12.6% |
| Participation rate | 73.0% | 60.4%+12.6pp | 68.7%+4.3pp | 67.6%+5.3pp |
| Annual return | 9.29% | 11.26%-2.0pp | 133.20%-123.9pp | 35.59%-26.3pp |
| Employer contribution / active EE | $1,961 | $1,564+25.4% | $2,420-19.0% | $2,755-28.8% |
| Participant deferral / active EE | $4,180 | $4,034+3.6% | $4,411-5.2% | $4,296-2.7% |
| Admin fee / account holder | $6,914 | $6,945-0.4% | $8,285-16.5% | $6,918-0.1% |