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 | $60,906 | $86,922-29.9% | $102,438-40.5% | $80,874-24.7% |
| Participation rate | 78.1% | 72.4%+5.7pp | 76.5%+1.6pp | 67.6%+10.5pp |
| Annual return | 8.30% | 18.90%-10.6pp | 29.37%-21.1pp | 35.62%-27.3pp |
| Employer contribution / active EE | $2,147 | $2,369-9.4% | $3,024-29.0% | $2,756-22.1% |
| Participant deferral / active EE | $4,881 | $4,119+18.5% | $5,054-3.4% | $4,297+13.6% |
| Admin fee / account holder | $2,095 | $8,050-74.0% | $9,448-77.8% | $6,935-69.8% |