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 | $59,547 | $67,606-11.9% | $82,313-27.7% | $70,131-15.1% |
| Participation rate | 97.1% | 72.8%+24.3pp | 76.9%+20.2pp | 69.5%+27.5pp |
| Annual return | 9.59% | 21.57%-12.0pp | 25.88%-16.3pp | 73.14%-63.6pp |
| Employer contribution / active EE | $1,515 | $1,755-13.7% | $2,428-37.6% | $2,342-35.3% |
| Participant deferral / active EE | $1,346 | $2,987-54.9% | $3,706-63.7% | $3,332-59.6% |
| Admin fee / account holder | $6,454 | $4,512+43.0% | $5,608+15.1% | $4,645+38.9% |