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 | $60,980 | $78,520-22.3% | $96,576-36.9% | $82,448-26.0% |
| Participation rate | 88.9% | 77.7%+11.2pp | 81.4%+7.4pp | 68.1%+20.8pp |
| Annual return | 13.05% | 41.30%-28.2pp | 38.47%-25.4pp | 41.64%-28.6pp |
| Employer contribution / active EE | $3,320 | $2,630+26.3% | $3,553-6.6% | $2,551+30.2% |
| Participant deferral / active EE | $4,683 | $6,754-30.7% | $7,956-41.1% | $4,139+13.1% |
| Admin fee / account holder | $1,907 | $13,455-85.8% | $11,381-83.2% | $7,234-73.6% |