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 | $83,365 | $55,706+49.7% | $75,886+9.9% | $72,985+14.2% |
| Participation rate | 80.6% | 61.1%+19.5pp | 69.3%+11.4pp | 69.5%+11.2pp |
| Annual return | 12.40% | 27.59%-15.2pp | 30.76%-18.4pp | 81.00%-68.6pp |
| Employer contribution / active EE | $1,423 | $1,687-15.6% | $2,500-43.1% | $2,440-41.7% |
| Participant deferral / active EE | $3,194 | $2,634+21.3% | $3,603-11.3% | $3,607-11.5% |
| Admin fee / account holder | $783 | $3,978-80.3% | $5,418-85.5% | $5,124-84.7% |