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 | $88,020 | $74,927+17.5% | $101,794-13.5% | $84,808+3.8% |
| Participation rate | 92.6% | 61.4%+31.2pp | 69.2%+23.4pp | 68.3%+24.3pp |
| Annual return | 12.17% | 18.70%-6.5pp | 30.53%-18.4pp | 40.90%-28.7pp |
| Employer contribution / active EE | $3,775 | $1,522+148.0% | $2,289+64.9% | $2,631+43.5% |
| Participant deferral / active EE | $5,187 | $3,099+67.4% | $4,084+27.0% | $4,212+23.2% |
| Admin fee / account holder | $4,467 | $6,514-31.4% | $8,777-49.1% | $7,344-39.2% |