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 | $69,730 | $65,246+6.9% | $98,716-29.4% | $67,986+2.6% |
| Participation rate | 94.2% | 51.4%+42.7pp | 69.3%+24.9pp | 57.2%+37.0pp |
| Annual return | 10.74% | 20.58%-9.8pp | 31.81%-21.1pp | 31.67%-20.9pp |
| Employer contribution / active EE | $3,077 | $1,042+195.3% | $2,279+35.0% | $2,019+52.4% |
| Participant deferral / active EE | $1,455 | $2,594-43.9% | $4,048-64.1% | $3,358-56.7% |
| Admin fee / account holder | $3,900 | $4,561-14.5% | $8,703-55.2% | $3,203+21.8% |