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 | $82,240 | $99,633-17.5% | $183,328-55.1% | $82,448-0.3% |
| Participation rate | 97.8% | 70.8%+27.0pp | 77.3%+20.4pp | 68.1%+29.7pp |
| Annual return | 12.12% | 17.84%-5.7pp | 29.67%-17.5pp | 41.64%-29.5pp |
| Employer contribution / active EE | $3,388 | $3,256+4.1% | $5,055-33.0% | $2,551+32.8% |
| Participant deferral / active EE | $3,110 | $4,938-37.0% | $6,795-54.2% | $4,139-24.9% |
| Admin fee / account holder | $2,793 | $9,934-71.9% | $21,427-87.0% | $7,234-61.4% |