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 | $61,887 | $53,127+16.5% | $86,590-28.5% | $70,131-11.8% |
| Participation rate | 78.9% | 65.3%+13.6pp | 73.5%+5.4pp | 69.5%+9.4pp |
| Annual return | 7.31% | 27.66%-20.4pp | 964.84%-957.5pp | 73.14%-65.8pp |
| Employer contribution / active EE | $888 | $2,068-57.1% | $2,839-68.7% | $2,342-62.1% |
| Participant deferral / active EE | $2,976 | $2,696+10.4% | $3,609-17.5% | $3,332-10.7% |
| Admin fee / account holder | $1,823 | $3,585-49.2% | $4,906-62.8% | $4,645-60.8% |