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 | $108,379 | $125,758-13.8% | $169,993-36.2% | $75,163+44.2% |
| Participation rate | 97.4% | 83.6%+13.8pp | 87.0%+10.4pp | 67.2%+30.2pp |
| Annual return | 12.10% | 27.20%-15.1pp | 53.37%-41.3pp | 160.62%-148.5pp |
| Employer contribution / active EE | $4,488 | $4,615-2.8% | $6,785-33.9% | $2,670+68.1% |
| Participant deferral / active EE | $11,481 | $6,837+67.9% | $10,408+10.3% | $4,125+178.3% |
| Admin fee / account holder | $12,464 | $8,173+52.5% | $12,815-2.7% | $5,651+120.6% |