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 | $70,316 | $81,460-13.7% | $103,333-32.0% | $80,856-13.0% |
| Participation rate | 80.8% | 66.8%+13.9pp | 74.5%+6.3pp | 67.6%+13.1pp |
| Annual return | 2.40% | 25.55%-23.1pp | 24.88%-22.5pp | 35.59%-33.2pp |
| Employer contribution / active EE | $2,085 | $3,105-32.9% | $3,868-46.1% | $2,755-24.3% |
| Participant deferral / active EE | $4,658 | $3,869+20.4% | $5,057-7.9% | $4,296+8.4% |
| Admin fee / account holder | $2,596 | $6,566-60.5% | $8,355-68.9% | $6,918-62.5% |