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 | $105,886 | $95,803+10.5% | $113,168-6.4% | $84,808+24.9% |
| Participation rate | 91.2% | 72.9%+18.3pp | 76.6%+14.6pp | 68.3%+22.9pp |
| Annual return | 7.01% | 25.00%-18.0pp | 24.27%-17.3pp | 40.90%-33.9pp |
| Employer contribution / active EE | $4,422 | $2,360+87.4% | $2,975+48.6% | $2,631+68.1% |
| Participant deferral / active EE | $2,758 | $4,242-35.0% | $5,107-46.0% | $4,212-34.5% |
| Admin fee / account holder | $45,246 | $8,989+403.4% | $12,068+274.9% | $7,344+516.1% |