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 | $80,673-24.4% | $101,326-39.8% | $84,808-28.1% |
| Participation rate | 88.9% | 77.8%+11.1pp | 81.5%+7.4pp | 68.3%+20.6pp |
| Annual return | 13.05% | 38.95%-25.9pp | 36.82%-23.8pp | 40.90%-27.8pp |
| Employer contribution / active EE | $3,320 | $2,698+23.1% | $3,665-9.4% | $2,631+26.2% |
| Participant deferral / active EE | $4,683 | $6,840-31.5% | $7,994-41.4% | $4,212+11.2% |
| Admin fee / account holder | $1,907 | $12,784-85.1% | $11,185-83.0% | $7,344-74.0% |