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 | $60,030 | $86,929-30.9% | $102,423-41.4% | $80,856-25.8% |
| Participation rate | 78.0% | 72.4%+5.6pp | 76.5%+1.5pp | 67.6%+10.4pp |
| Annual return | 9.00% | 18.88%-9.9pp | 29.32%-20.3pp | 35.59%-26.6pp |
| Employer contribution / active EE | $1,170 | $2,369-50.6% | $3,023-61.3% | $2,755-57.5% |
| Participant deferral / active EE | $2,268 | $4,118-44.9% | $5,053-55.1% | $4,296-47.2% |
| Admin fee / account holder | $3,041 | $8,049-62.2% | $9,451-67.8% | $6,918-56.0% |