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 | $86,764 | $72,277+20.0% | $101,248-14.3% | $79,858+8.6% |
| Participation rate | 84.1% | 68.5%+15.6pp | 75.8%+8.3pp | 69.6%+14.5pp |
| Annual return | 9.06% | 22.30%-13.2pp | 46.47%-37.4pp | 31.71%-22.7pp |
| Employer contribution / active EE | $2,062 | $2,692-23.4% | $3,660-43.6% | $2,471-16.5% |
| Participant deferral / active EE | $1,714 | $3,282-47.8% | $4,370-60.8% | $3,740-54.2% |
| Admin fee / account holder | $3,358 | $4,400-23.7% | $5,945-43.5% | $5,306-36.7% |