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 | $87,172 | $65,041+34.0% | $90,951-4.2% | $79,858+9.2% |
| Participation rate | 88.5% | 61.6%+26.9pp | 69.0%+19.5pp | 69.6%+18.8pp |
| Annual return | 8.09% | 30.45%-22.4pp | 134.60%-126.5pp | 31.71%-23.6pp |
| Employer contribution / active EE | $772 | $1,247-38.1% | $2,122-63.6% | $2,471-68.8% |
| Participant deferral / active EE | $4,635 | $2,512+84.5% | $3,373+37.4% | $3,740+23.9% |
| Admin fee / account holder | $6,112 | $4,536+34.7% | $5,959+2.6% | $5,306+15.2% |