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 | $58,096 | $54,762+6.1% | $90,281-35.7% | $72,985-20.4% |
| Participation rate | 90.5% | 65.1%+25.3pp | 73.3%+17.2pp | 69.5%+21.0pp |
| Annual return | 10.73% | 30.63%-19.9pp | 78.10%-67.4pp | 81.00%-70.3pp |
| Employer contribution / active EE | $4,400 | $2,092+110.3% | $2,854+54.2% | $2,440+80.4% |
| Participant deferral / active EE | $4,958 | $2,887+71.8% | $3,885+27.6% | $3,607+37.5% |
| Admin fee / account holder | $2,737 | $3,972-31.1% | $5,351-48.9% | $5,124-46.6% |