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 | $80,333 | $80,717-0.5% | $154,803-48.1% | $84,808-5.3% |
| Participation rate | 83.8% | 66.8%+17.0pp | 78.1%+5.7pp | 68.3%+15.5pp |
| Annual return | 12.45% | 37.96%-25.5pp | 58.88%-46.4pp | 40.90%-28.4pp |
| Employer contribution / active EE | $1,335 | $2,761-51.7% | $4,305-69.0% | $2,631-49.3% |
| Participant deferral / active EE | $2,660 | $3,303-19.5% | $5,540-52.0% | $4,212-36.8% |
| Admin fee / account holder | $12,544 | $6,746+86.0% | $14,329-12.5% | $7,344+70.8% |