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 | $72,117 | $81,460-11.5% | $103,333-30.2% | $80,856-10.8% |
| Participation rate | 97.6% | 66.8%+30.8pp | 74.5%+23.1pp | 67.6%+30.0pp |
| Annual return | 8.53% | 25.55%-17.0pp | 24.88%-16.4pp | 35.59%-27.1pp |
| Employer contribution / active EE | $2,703 | $3,105-13.0% | $3,868-30.1% | $2,755-1.9% |
| Participant deferral / active EE | $5,773 | $3,869+49.2% | $5,057+14.1% | $4,296+34.4% |
| Admin fee / account holder | $1,666 | $6,566-74.6% | $8,355-80.1% | $6,918-75.9% |