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 | $62,740 | $95,453-34.3% | $112,040-44.0% | $82,448-23.9% |
| Participation rate | 92.0% | 72.8%+19.2pp | 76.5%+15.5pp | 68.1%+23.9pp |
| Annual return | 5.51% | 23.92%-18.4pp | 24.52%-19.0pp | 41.64%-36.1pp |
| Employer contribution / active EE | $1,422 | $2,318-38.7% | $2,954-51.9% | $2,551-44.3% |
| Participant deferral / active EE | $2,460 | $4,224-41.8% | $5,098-51.7% | $4,139-40.6% |
| Admin fee / account holder | $3,541 | $9,013-60.7% | $12,098-70.7% | $7,234-51.1% |