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 | $91,229 | $60,892+49.8% | $82,389+10.7% | $84,808+7.6% |
| Participation rate | 96.4% | 63.3%+33.2pp | 69.5%+26.9pp | 68.3%+28.1pp |
| Annual return | 10.37% | 37.29%-26.9pp | 28.67%-18.3pp | 40.90%-30.5pp |
| Employer contribution / active EE | $1,997 | $1,779+12.3% | $2,517-20.6% | $2,631-24.1% |
| Participant deferral / active EE | $2,861 | $3,179-10.0% | $4,155-31.1% | $4,212-32.1% |
| Admin fee / account holder | $1,343 | $5,467-75.4% | $7,231-81.4% | $7,344-81.7% |