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 | $78,591 | $101,724-22.7% | $164,813-52.3% | $80,856-2.8% |
| Participation rate | 78.0% | 71.8%+6.2pp | 78.6%-0.6pp | 67.6%+10.4pp |
| Annual return | 9.73% | 16.72%-7.0pp | 69.93%-60.2pp | 35.59%-25.9pp |
| Employer contribution / active EE | $1,050 | $2,953-64.4% | $4,341-75.8% | $2,755-61.9% |
| Participant deferral / active EE | $2,588 | $4,477-42.2% | $6,031-57.1% | $4,296-39.8% |
| Admin fee / account holder | $2,680 | $8,227-67.4% | $12,690-78.9% | $6,918-61.3% |