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 | $73,259 | $89,698-18.3% | $103,476-29.2% | $80,856-9.4% |
| Participation rate | 97.3% | 76.0%+21.3pp | 80.5%+16.8pp | 67.6%+29.7pp |
| Annual return | 9.13% | 22.78%-13.6pp | 23.90%-14.8pp | 35.59%-26.5pp |
| Employer contribution / active EE | $6,048 | $4,018+50.5% | $4,672+29.5% | $2,755+119.5% |
| Participant deferral / active EE | $4,120 | $5,456-24.5% | $6,623-37.8% | $4,296-4.1% |
| Admin fee / account holder | $7,632 | $6,768+12.8% | $9,413-18.9% | $6,918+10.3% |