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 | $95,163 | $74,927+27.0% | $101,794-6.5% | $84,808+12.2% |
| Participation rate | 96.3% | 61.4%+34.9pp | 69.2%+27.1pp | 68.3%+28.0pp |
| Annual return | 12.13% | 18.70%-6.6pp | 30.53%-18.4pp | 40.90%-28.8pp |
| Employer contribution / active EE | $1,038 | $1,522-31.8% | $2,289-54.6% | $2,631-60.5% |
| Participant deferral / active EE | $2,649 | $3,099-14.5% | $4,084-35.1% | $4,212-37.1% |
| Admin fee / account holder | $15,538 | $6,514+138.5% | $8,777+77.0% | $7,344+111.6% |