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 | $76,388 | $80,717-5.4% | $154,803-50.7% | $84,808-9.9% |
| Participation rate | 88.6% | 66.8%+21.8pp | 78.1%+10.6pp | 68.3%+20.3pp |
| Annual return | 12.64% | 37.96%-25.3pp | 58.88%-46.2pp | 40.90%-28.3pp |
| Employer contribution / active EE | $2,392 | $2,761-13.4% | $4,305-44.4% | $2,631-9.1% |
| Participant deferral / active EE | $2,836 | $3,303-14.1% | $5,540-48.8% | $4,212-32.7% |
| Admin fee / account holder | $5,588 | $6,746-17.2% | $14,329-61.0% | $7,344-23.9% |