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 | $80,786 | $60,349+33.9% | $74,183+8.9% | $62,891+28.5% |
| Participation rate | 84.4% | 72.7%+11.6pp | 76.6%+7.8pp | 69.3%+15.1pp |
| Annual return | 0.14% | 21.37%-21.2pp | 17.74%-17.6pp | 20.14%-20.0pp |
| Employer contribution / active EE | $1,077 | $1,680-35.9% | $2,370-54.6% | $2,281-52.8% |
| Participant deferral / active EE | $4,374 | $2,856+53.1% | $3,550+23.2% | $3,203+36.5% |
| Admin fee / account holder | $17,533 | $4,261+311.4% | $5,586+213.9% | $4,296+308.2% |