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 4-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 | $103,631 | $95,453+8.6% | $112,040-7.5% | $82,448+25.7% |
| Participation rate | 76.0% | 72.8%+3.2pp | 76.5%-0.5pp | 68.1%+7.9pp |
| Annual return | 11.92% | 23.92%-12.0pp | 24.52%-12.6pp | 41.64%-29.7pp |
| Employer contribution / active EE | $1,322 | $2,318-43.0% | $2,954-55.2% | $2,551-48.2% |
| Participant deferral / active EE | $2,817 | $4,224-33.3% | $5,098-44.7% | $4,139-32.0% |
| Admin fee / account holder | $9,240 | $9,013+2.5% | $12,098-23.6% | $7,234+27.7% |