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 | $59,699 | $72,492-17.6% | $87,100-31.5% | $72,985-18.2% |
| Participation rate | 91.4% | 72.8%+18.6pp | 76.9%+14.6pp | 69.5%+21.9pp |
| Annual return | 6.74% | 24.46%-17.7pp | 28.19%-21.4pp | 81.00%-74.3pp |
| Employer contribution / active EE | $1,432 | $1,894-24.4% | $2,521-43.2% | $2,440-41.3% |
| Participant deferral / active EE | $4,580 | $3,270+40.1% | $4,049+13.1% | $3,607+27.0% |
| Admin fee / account holder | $1,451 | $5,055-71.3% | $7,497-80.6% | $5,124-71.7% |