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 | $68,757 | $58,512+17.5% | $84,015-18.2% | $72,985-5.8% |
| Participation rate | 97.5% | 61.2%+36.3pp | 69.0%+28.5pp | 69.5%+28.0pp |
| Annual return | 14.58% | 28.93%-14.4pp | 71.31%-56.7pp | 81.00%-66.4pp |
| Employer contribution / active EE | $832 | $1,163-28.4% | $1,983-58.0% | $2,440-65.9% |
| Participant deferral / active EE | $3,202 | $2,394+33.8% | $3,239-1.1% | $3,607-11.2% |
| Admin fee / account holder | $4,361 | $4,569-4.5% | $6,101-28.5% | $5,124-14.9% |