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 | $70,095 | $54,762+28.0% | $90,281-22.4% | $72,985-4.0% |
| Participation rate | 79.0% | 65.1%+13.9pp | 73.3%+5.8pp | 69.5%+9.5pp |
| Annual return | 10.76% | 30.63%-19.9pp | 78.10%-67.3pp | 81.00%-70.2pp |
| Employer contribution / active EE | $1,592 | $2,092-23.9% | $2,854-44.2% | $2,440-34.7% |
| Participant deferral / active EE | $1,638 | $2,887-43.3% | $3,885-57.8% | $3,607-54.6% |
| Admin fee / account holder | $2,116 | $3,972-46.7% | $5,351-60.5% | $5,124-58.7% |