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 | $69,084 | $52,580+31.4% | $71,671-3.6% | $70,131-1.5% |
| Participation rate | 79.5% | 60.9%+18.7pp | 68.7%+10.8pp | 69.5%+10.0pp |
| Annual return | 9.53% | 20.25%-10.7pp | 20.65%-11.1pp | 73.14%-63.6pp |
| Employer contribution / active EE | $1,163 | $1,616-28.0% | $2,460-52.7% | $2,342-50.3% |
| Participant deferral / active EE | $4,056 | $2,386+70.0% | $3,438+18.0% | $3,332+21.8% |
| Admin fee / account holder | $1,735 | $3,653-52.5% | $5,558-68.8% | $4,645-62.6% |