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 | $72,318 | $70,475+2.6% | $100,516-28.1% | $79,858-9.4% |
| Participation rate | 97.0% | 73.7%+23.3pp | 79.4%+17.6pp | 69.6%+27.3pp |
| Annual return | 8.38% | 21.90%-13.5pp | 30.89%-22.5pp | 31.71%-23.3pp |
| Employer contribution / active EE | $3,472 | $2,165+60.4% | $3,418+1.6% | $2,471+40.5% |
| Participant deferral / active EE | $5,682 | $5,181+9.7% | $6,270-9.4% | $3,740+51.9% |
| Admin fee / account holder | $1,533 | $4,478-65.8% | $8,081-81.0% | $5,306-71.1% |