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 | $115,498 | $72,492+59.3% | $87,100+32.6% | $72,985+58.3% |
| Participation rate | 78.8% | 72.8%+6.0pp | 76.9%+2.0pp | 69.5%+9.4pp |
| Annual return | 15.75% | 24.46%-8.7pp | 28.19%-12.4pp | 81.00%-65.2pp |
| Employer contribution / active EE | $1,588 | $1,894-16.1% | $2,521-37.0% | $2,440-34.9% |
| Participant deferral / active EE | $3,645 | $3,270+11.5% | $4,049-10.0% | $3,607+1.0% |
| Admin fee / account holder | $5,612 | $5,055+11.0% | $7,497-25.1% | $5,124+9.5% |