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 | $78,871 | $81,460-3.2% | $103,333-23.7% | $80,856-2.5% |
| Participation rate | 81.4% | 66.8%+14.6pp | 74.5%+6.9pp | 67.6%+13.8pp |
| Annual return | 8.24% | 25.55%-17.3pp | 24.88%-16.6pp | 35.59%-27.4pp |
| Employer contribution / active EE | $2,870 | $3,105-7.6% | $3,868-25.8% | $2,755+4.2% |
| Participant deferral / active EE | $6,777 | $3,869+75.2% | $5,057+34.0% | $4,296+57.8% |
| Admin fee / account holder | $2,299 | $6,566-65.0% | $8,355-72.5% | $6,918-66.8% |