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 | $67,765 | $86,929-22.0% | $102,423-33.8% | $80,856-16.2% |
| Participation rate | 88.9% | 72.4%+16.5pp | 76.5%+12.4pp | 67.6%+21.3pp |
| Annual return | 9.42% | 18.88%-9.5pp | 29.32%-19.9pp | 35.59%-26.2pp |
| Employer contribution / active EE | $1,690 | $2,369-28.7% | $3,023-44.1% | $2,755-38.7% |
| Participant deferral / active EE | $3,743 | $4,118-9.1% | $5,053-25.9% | $4,296-12.9% |
| Admin fee / account holder | $5,574 | $8,049-30.7% | $9,451-41.0% | $6,918-19.4% |