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 | $27,395 | $81,460-66.4% | $103,333-73.5% | $80,856-66.1% |
| Participation rate | 95.6% | 66.8%+28.7pp | 74.5%+21.0pp | 67.6%+27.9pp |
| Annual return | 8.87% | 25.55%-16.7pp | 24.88%-16.0pp | 35.59%-26.7pp |
| Employer contribution / active EE | $2,613 | $3,105-15.9% | $3,868-32.4% | $2,755-5.1% |
| Participant deferral / active EE | $2,432 | $3,869-37.1% | $5,057-51.9% | $4,296-43.4% |
| Admin fee / account holder | $1,298 | $6,566-80.2% | $8,355-84.5% | $6,918-81.2% |