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 | $67,324 | $67,606-0.4% | $82,313-18.2% | $70,131-4.0% |
| Participation rate | 86.0% | 72.8%+13.2pp | 76.9%+9.1pp | 69.5%+16.4pp |
| Annual return | 11.05% | 21.57%-10.5pp | 25.88%-14.8pp | 73.14%-62.1pp |
| Employer contribution / active EE | $1,154 | $1,755-34.2% | $2,428-52.5% | $2,342-50.7% |
| Participant deferral / active EE | $3,209 | $2,987+7.4% | $3,706-13.4% | $3,332-3.7% |
| Admin fee / account holder | $2,381 | $4,512-47.2% | $5,608-57.5% | $4,645-48.7% |