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 | $73,833 | $94,625-22.0% | $116,228-36.5% | $84,808-12.9% |
| Participation rate | 93.7% | 70.4%+23.2pp | 74.6%+19.1pp | 68.3%+25.3pp |
| Annual return | 11.98% | 20.40%-8.4pp | 90.06%-78.1pp | 40.90%-28.9pp |
| Employer contribution / active EE | $2,814 | $2,347+19.9% | $2,994-6.0% | $2,631+6.9% |
| Participant deferral / active EE | $5,918 | $3,972+49.0% | $4,953+19.5% | $4,212+40.5% |
| Admin fee / account holder | $7,940 | $10,091-21.3% | $11,989-33.8% | $7,344+8.1% |