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 | $106,642 | $94,625+12.7% | $116,228-8.2% | $84,808+25.7% |
| Participation rate | 96.3% | 70.4%+25.8pp | 74.6%+21.7pp | 68.3%+28.0pp |
| Annual return | 10.34% | 20.40%-10.1pp | 90.06%-79.7pp | 40.90%-30.6pp |
| Employer contribution / active EE | $3,414 | $2,347+45.5% | $2,994+14.0% | $2,631+29.8% |
| Participant deferral / active EE | $4,165 | $3,972+4.9% | $4,953-15.9% | $4,212-1.1% |
| Admin fee / account holder | $10,609 | $10,091+5.1% | $11,989-11.5% | $7,344+44.5% |