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 | $70,983 | $81,248-12.6% | $155,509-54.4% | $80,856-12.2% |
| Participation rate | 90.0% | 66.2%+23.8pp | 78.2%+11.8pp | 67.6%+22.4pp |
| Annual return | 7.91% | 33.31%-25.4pp | 64.67%-56.8pp | 35.59%-27.7pp |
| Employer contribution / active EE | $6,460 | $3,100+108.4% | $4,672+38.3% | $2,755+134.5% |
| Participant deferral / active EE | $4,381 | $3,452+26.9% | $5,626-22.1% | $4,296+2.0% |
| Admin fee / account holder | $11,336 | $7,997+41.7% | $15,912-28.8% | $6,918+63.9% |