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 | $78,820 | $60,892+29.4% | $82,389-4.3% | $84,808-7.1% |
| Participation rate | 80.4% | 63.3%+17.2pp | 69.5%+10.9pp | 68.3%+12.1pp |
| Annual return | 11.50% | 37.29%-25.8pp | 28.67%-17.2pp | 40.90%-29.4pp |
| Employer contribution / active EE | $3,852 | $1,779+116.5% | $2,517+53.0% | $2,631+46.4% |
| Participant deferral / active EE | $6,618 | $3,179+108.2% | $4,155+59.3% | $4,212+57.1% |
| Admin fee / account holder | $3,447 | $5,467-37.0% | $7,231-52.3% | $7,344-53.1% |