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 | $85,068 | $80,968+5.1% | $96,544-11.9% | $75,163+13.2% |
| Participation rate | 90.0% | 71.8%+18.2pp | 76.0%+14.0pp | 67.2%+22.8pp |
| Annual return | 12.30% | 27.06%-14.8pp | 25.84%-13.5pp | 160.62%-148.3pp |
| Employer contribution / active EE | $1,502 | $2,282-34.2% | $2,965-49.4% | $2,670-43.8% |
| Participant deferral / active EE | $3,202 | $3,928-18.5% | $4,851-34.0% | $4,125-22.4% |
| Admin fee / account holder | $2,692 | $6,724-60.0% | $8,252-67.4% | $5,651-52.4% |