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 8-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 | $92,023 | $109,881-16.3% | $150,045-38.7% | $84,808+8.5% |
| Participation rate | 89.7% | 76.1%+13.7pp | 82.3%+7.4pp | 68.3%+21.4pp |
| Annual return | 13.96% | 28.25%-14.3pp | 62.55%-48.6pp | 40.90%-26.9pp |
| Employer contribution / active EE | $4,175 | $3,561+17.2% | $4,693-11.0% | $2,631+58.7% |
| Participant deferral / active EE | $7,323 | $6,636+10.4% | $7,997-8.4% | $4,212+73.9% |
| Admin fee / account holder | $3,742 | $8,568-56.3% | $13,435-72.1% | $7,344-49.0% |