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 | $64,663 | $73,933-12.5% | $96,683-33.1% | $75,163-14.0% |
| Participation rate | 93.3% | 66.4%+26.9pp | 74.3%+19.0pp | 67.2%+26.1pp |
| Annual return | 12.74% | 26.70%-14.0pp | 35.69%-23.0pp | 160.62%-147.9pp |
| Employer contribution / active EE | $1,981 | $2,928-32.3% | $3,737-47.0% | $2,670-25.8% |
| Participant deferral / active EE | $5,781 | $3,659+58.0% | $4,878+18.5% | $4,125+40.1% |
| Admin fee / account holder | $5,895 | $5,216+13.0% | $6,730-12.4% | $5,651+4.3% |