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 | $106,052 | $74,927+41.5% | $101,794+4.2% | $84,808+25.0% |
| Participation rate | 82.5% | 61.4%+21.1pp | 69.2%+13.3pp | 68.3%+14.2pp |
| Annual return | 9.23% | 18.70%-9.5pp | 30.53%-21.3pp | 40.90%-31.7pp |
| Employer contribution / active EE | $1,537 | $1,522+1.0% | $2,289-32.9% | $2,631-41.6% |
| Participant deferral / active EE | $5,801 | $3,099+87.2% | $4,084+42.0% | $4,212+37.7% |
| Admin fee / account holder | $16,811 | $6,514+158.1% | $8,777+91.5% | $7,344+128.9% |