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 | $107,283 | $87,841+22.1% | $133,980-19.9% | $62,891+70.6% |
| Participation rate | 92.9% | 83.4%+9.5pp | 87.1%+5.8pp | 69.3%+23.6pp |
| Annual return | 5.62% | 12.05%-6.4pp | 29.30%-23.7pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,978 | $3,483-43.2% | $5,211-62.0% | $2,281-13.3% |
| Participant deferral / active EE | $3,036 | $4,812-36.9% | $6,282-51.7% | $3,203-5.2% |
| Admin fee / account holder | $8,479 | $5,371+57.9% | $9,324-9.1% | $4,296+97.4% |