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 | $96,833 | $60,892+59.0% | $82,389+17.5% | $84,808+14.2% |
| Participation rate | 94.1% | 63.3%+30.8pp | 69.5%+24.6pp | 68.3%+25.8pp |
| Annual return | 10.85% | 37.29%-26.4pp | 28.67%-17.8pp | 40.90%-30.1pp |
| Employer contribution / active EE | $1,195 | $1,779-32.9% | $2,517-52.5% | $2,631-54.6% |
| Participant deferral / active EE | $6,035 | $3,179+89.9% | $4,155+45.3% | $4,212+43.3% |
| Admin fee / account holder | $1,712 | $5,467-68.7% | $7,231-76.3% | $7,344-76.7% |