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 | $65,122 | $58,851+10.7% | $115,157-43.4% | $72,985-10.8% |
| Participation rate | 83.3% | 65.5%+17.8pp | 75.9%+7.4pp | 69.5%+13.8pp |
| Annual return | 14.44% | 23.16%-8.7pp | 35.60%-21.2pp | 81.00%-66.6pp |
| Employer contribution / active EE | $2,164 | $1,798+20.4% | $3,179-31.9% | $2,440-11.3% |
| Participant deferral / active EE | $1,814 | $2,643-31.4% | $4,168-56.5% | $3,607-49.7% |
| Admin fee / account holder | $2,112 | $6,370-66.8% | $7,088-70.2% | $5,124-58.8% |