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 | $77,370 | $59,839+29.3% | $81,983-5.6% | $79,858-3.1% |
| Participation rate | 94.4% | 61.6%+32.8pp | 69.2%+25.2pp | 69.6%+24.8pp |
| Annual return | 4.03% | 17.56%-13.5pp | 41.31%-37.3pp | 31.71%-27.7pp |
| Employer contribution / active EE | $1,167 | $1,713-31.9% | $2,498-53.3% | $2,471-52.8% |
| Participant deferral / active EE | $3,547 | $2,695+31.6% | $3,722-4.7% | $3,740-5.2% |
| Admin fee / account holder | $386 | $4,287-91.0% | $5,664-93.2% | $5,306-92.7% |