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 | $61,020 | $60,892+0.2% | $82,389-25.9% | $84,808-28.0% |
| Participation rate | 96.3% | 63.3%+33.0pp | 69.5%+26.7pp | 68.3%+28.0pp |
| Annual return | 9.49% | 37.29%-27.8pp | 28.67%-19.2pp | 40.90%-31.4pp |
| Employer contribution / active EE | $2,695 | $1,779+51.5% | $2,517+7.1% | $2,631+2.4% |
| Participant deferral / active EE | $4,484 | $3,179+41.1% | $4,155+7.9% | $4,212+6.5% |
| Admin fee / account holder | $3,312 | $5,467-39.4% | $7,231-54.2% | $7,344-54.9% |