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 | $95,198 | $57,065+66.8% | $75,670+25.8% | $70,131+35.7% |
| Participation rate | 88.6% | 68.1%+20.5pp | 72.3%+16.2pp | 69.5%+19.0pp |
| Annual return | 12.06% | 23.57%-11.5pp | 27.34%-15.3pp | 73.14%-61.1pp |
| Employer contribution / active EE | $1,857 | $1,817+2.2% | $2,352-21.0% | $2,342-20.7% |
| Participant deferral / active EE | $1,897 | $2,580-26.5% | $3,142-39.6% | $3,332-43.1% |
| Admin fee / account holder | $4,679 | $3,825+22.3% | $5,800-19.3% | $4,645+0.7% |