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 | $82,467 | $57,065+44.5% | $75,670+9.0% | $70,131+17.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 7.80% | 23.57%-15.8pp | 27.34%-19.5pp | 73.14%-65.3pp |
| Employer contribution / active EE | $1,467 | $1,817-19.2% | $2,352-37.6% | $2,342-37.4% |
| Participant deferral / active EE | $1,374 | $2,580-46.7% | $3,142-56.3% | $3,332-58.8% |
| Admin fee / account holder | $3,165 | $3,825-17.2% | $5,800-45.4% | $4,645-31.9% |