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 | $83,143 | $70,475+18.0% | $100,516-17.3% | $79,858+4.1% |
| Participation rate | 93.2% | 73.7%+19.6pp | 79.4%+13.8pp | 69.6%+23.6pp |
| Annual return | 1.45% | 21.90%-20.4pp | 30.89%-29.4pp | 31.71%-30.3pp |
| Employer contribution / active EE | $2,836 | $2,165+31.0% | $3,418-17.0% | $2,471+14.8% |
| Participant deferral / active EE | $4,997 | $5,181-3.5% | $6,270-20.3% | $3,740+33.6% |
| Admin fee / account holder | $4,842 | $4,478+8.1% | $8,081-40.1% | $5,306-8.8% |