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 | $66,110 | $86,929-24.0% | $102,423-35.5% | $80,856-18.2% |
| Participation rate | 76.9% | 72.4%+4.5pp | 76.5%+0.4pp | 67.6%+9.3pp |
| Annual return | 9.37% | 18.88%-9.5pp | 29.32%-19.9pp | 35.59%-26.2pp |
| Employer contribution / active EE | $1,499 | $2,369-36.7% | $3,023-50.4% | $2,755-45.6% |
| Participant deferral / active EE | $3,155 | $4,118-23.4% | $5,053-37.6% | $4,296-26.6% |
| Admin fee / account holder | $9,238 | $8,049+14.8% | $9,451-2.2% | $6,918+33.5% |