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 | $65,151 | $81,446-20.0% | $103,374-37.0% | $80,874-19.4% |
| Participation rate | 86.2% | 66.9%+19.4pp | 74.5%+11.7pp | 67.6%+18.6pp |
| Annual return | 9.87% | 25.57%-15.7pp | 24.89%-15.0pp | 35.62%-25.8pp |
| Employer contribution / active EE | $2,714 | $3,107-12.6% | $3,869-29.9% | $2,756-1.5% |
| Participant deferral / active EE | $5,878 | $3,870+51.9% | $5,058+16.2% | $4,297+36.8% |
| Admin fee / account holder | $1,835 | $6,715-72.7% | $8,394-78.1% | $6,935-73.5% |