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 | $91,122 | $81,460+11.9% | $103,333-11.8% | $80,856+12.7% |
| Participation rate | 86.1% | 66.8%+19.3pp | 74.5%+11.6pp | 67.6%+18.5pp |
| Annual return | 10.19% | 25.55%-15.4pp | 24.88%-14.7pp | 35.59%-25.4pp |
| Employer contribution / active EE | $2,754 | $3,105-11.3% | $3,868-28.8% | $2,7550% |
| Participant deferral / active EE | $4,737 | $3,869+22.5% | $5,057-6.3% | $4,296+10.3% |
| Admin fee / account holder | $5,654 | $6,566-13.9% | $8,355-32.3% | $6,918-18.3% |