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 | $62,483 | $64,348-2.9% | $90,160-30.7% | $70,131-10.9% |
| Participation rate | 92.3% | 70.4%+21.9pp | 76.9%+15.4pp | 69.5%+22.8pp |
| Annual return | 12.66% | 28.13%-15.5pp | 34.88%-22.2pp | 73.14%-60.5pp |
| Employer contribution / active EE | $1,205 | $2,046-41.1% | $3,318-63.7% | $2,342-48.6% |
| Participant deferral / active EE | $4,044 | $4,389-7.9% | $5,288-23.5% | $3,332+21.4% |
| Admin fee / account holder | $1,310 | $3,944-66.8% | $5,943-78.0% | $4,645-71.8% |