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 | $65,374 | $60,022+8.9% | $88,946-26.5% | $84,808-22.9% |
| Participation rate | 73.3% | 57.8%+15.5pp | 68.8%+4.5pp | 68.3%+5.0pp |
| Annual return | 13.41% | 22.43%-9.0pp | 57.82%-44.4pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,385 | $1,703-18.7% | $2,555-45.8% | $2,631-47.4% |
| Participant deferral / active EE | $4,390 | $3,114+41.0% | $4,581-4.2% | $4,212+4.2% |
| Admin fee / account holder | $1,443 | $4,811-70.0% | $8,261-82.5% | $7,344-80.4% |