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 | $100,605 | $64,348+56.3% | $90,160+11.6% | $70,131+43.5% |
| Participation rate | 83.8% | 70.4%+13.3pp | 76.9%+6.9pp | 69.5%+14.2pp |
| Annual return | 12.73% | 28.13%-15.4pp | 34.88%-22.2pp | 73.14%-60.4pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,815 | $4,389-35.9% | $5,288-46.8% | $3,332-15.5% |
| Admin fee / account holder | $1,904 | $3,944-51.7% | $5,943-68.0% | $4,645-59.0% |