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 | $68,309 | $76,552-10.8% | $123,892-44.9% | $62,891+8.6% |
| Participation rate | 94.3% | 73.0%+21.3pp | 81.4%+12.9pp | 69.3%+25.0pp |
| Annual return | 4.54% | 18.68%-14.1pp | 47.52%-43.0pp | 20.14%-15.6pp |
| Employer contribution / active EE | $4,361 | $2,883+51.3% | $4,617-5.5% | $2,281+91.2% |
| Participant deferral / active EE | $8,312 | $4,840+71.7% | $5,984+38.9% | $3,203+159.5% |
| Admin fee / account holder | $1,741 | $4,826-63.9% | $8,357-79.2% | $4,296-59.5% |