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 | $61,041 | $64,909-6.0% | $82,313-25.8% | $62,292-2.0% |
| Participation rate | 73.6% | 74.9%-1.2pp | 76.9%-3.3pp | 69.5%+4.1pp |
| Annual return | 12.87% | 21.18%-8.3pp | 25.88%-13.0pp | 28.90%-16.0pp |
| Employer contribution / active EE | $1,814 | $1,676+8.2% | $2,428-25.3% | $2,042-11.2% |
| Participant deferral / active EE | $3,796 | $3,103+22.3% | $3,706+2.4% | $3,169+19.8% |
| Admin fee / account holder | $3,263 | $440+642.3% | $5,608-41.8% | $479+580.7% |