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 | $179,061 | $59,839+199.2% | $81,983+118.4% | $79,858+124.2% |
| Participation rate | 81.5% | 61.6%+19.9pp | 69.2%+12.2pp | 69.6%+11.8pp |
| Annual return | 5.37% | 17.56%-12.2pp | 41.31%-35.9pp | 31.71%-26.3pp |
| Employer contribution / active EE | $1,487 | $1,713-13.2% | $2,498-40.5% | $2,471-39.8% |
| Participant deferral / active EE | $7,570 | $2,695+180.9% | $3,722+103.4% | $3,740+102.4% |
| Admin fee / account holder | $2,160 | $4,287-49.6% | $5,664-61.9% | $5,306-59.3% |