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 | $86,772 | $95,453-9.1% | $112,040-22.6% | $82,448+5.2% |
| Participation rate | 87.5% | 72.8%+14.7pp | 76.5%+11.0pp | 68.1%+19.4pp |
| Annual return | 9.28% | 23.92%-14.6pp | 24.52%-15.2pp | 41.64%-32.4pp |
| Employer contribution / active EE | $1,869 | $2,318-19.4% | $2,954-36.7% | $2,551-26.8% |
| Participant deferral / active EE | $3,288 | $4,224-22.1% | $5,098-35.5% | $4,139-20.6% |
| Admin fee / account holder | $1,860 | $9,013-79.4% | $12,098-84.6% | $7,234-74.3% |