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 | $101,328 | $117,983-14.1% | $101,794-0.5% | $142,382-28.8% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.2%+8.6pp | 80.1%-2.3pp |
| Annual return | 9.51% | 36.92%-27.4pp | 30.53%-21.0pp | 217.08%-207.6pp |
| Employer contribution / active EE | $2,344 | $2,773-15.5% | $2,289+2.4% | $4,299-45.5% |
| Participant deferral / active EE | $2,929 | $4,714-37.9% | $4,084-28.3% | $6,507-55.0% |
| Admin fee / account holder | $7,374 | $10,433-29.3% | $8,777-16.0% | $12,624-41.6% |