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 | $68,367 | $60,892+12.3% | $82,389-17.0% | $84,808-19.4% |
| Participation rate | 86.1% | 63.3%+22.8pp | 69.5%+16.6pp | 68.3%+17.8pp |
| Annual return | 9.93% | 37.29%-27.4pp | 28.67%-18.7pp | 40.90%-31.0pp |
| Employer contribution / active EE | $2,288 | $1,779+28.6% | $2,517-9.1% | $2,631-13.0% |
| Participant deferral / active EE | $3,229 | $3,179+1.6% | $4,155-22.3% | $4,212-23.3% |
| Admin fee / account holder | $6,348 | $5,467+16.1% | $7,231-12.2% | $7,344-13.6% |