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 | $62,145 | $72,492-14.3% | $87,100-28.7% | $72,985-14.9% |
| Participation rate | 83.3% | 72.8%+10.5pp | 76.9%+6.5pp | 69.5%+13.8pp |
| Annual return | 12.71% | 24.46%-11.7pp | 28.19%-15.5pp | 81.00%-68.3pp |
| Employer contribution / active EE | $2,101 | $1,894+10.9% | $2,521-16.7% | $2,440-13.9% |
| Participant deferral / active EE | $3,801 | $3,270+16.2% | $4,049-6.1% | $3,607+5.4% |
| Admin fee / account holder | $5,242 | $5,055+3.7% | $7,497-30.1% | $5,124+2.3% |