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 | $105,697 | $96,557+9.5% | $80,975+30.5% | $273,961-61.4% |
| Participation rate | 84.6% | 79.1%+5.5pp | 75.8%+8.8pp | 83.0%+1.6pp |
| Annual return | 2.56% | 15.14%-12.6pp | 17.10%-14.5pp | 41.45%-38.9pp |
| Employer contribution / active EE | $5,317 | $4,868+9.2% | $3,714+43.1% | $4,869+9.2% |
| Participant deferral / active EE | $9,950 | $6,598+50.8% | $5,696+74.7% | $5,287+88.2% |
| Admin fee / account holder | $4,031 | $7,492-46.2% | $5,516-26.9% | $10,132-60.2% |