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 | $87,140 | $62,573+39.3% | $85,682+1.7% | $85,850+1.5% |
| Participation rate | 89.7% | 61.1%+28.5pp | 69.9%+19.8pp | 69.3%+20.3pp |
| Annual return | 6.76% | 23.77%-17.0pp | 21.49%-14.7pp | 318.53%-311.8pp |
| Employer contribution / active EE | $1,679 | $1,757-4.4% | $2,618-35.9% | $2,565-34.5% |
| Participant deferral / active EE | $3,705 | $2,802+32.2% | $3,923-5.6% | $3,952-6.2% |
| Admin fee / account holder | $2,556 | $4,640-44.9% | $6,873-62.8% | $6,260-59.2% |