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 | $57,333 | $67,606-15.2% | $82,313-30.3% | $70,131-18.2% |
| Participation rate | 72.0% | 72.8%-0.8pp | 76.9%-4.9pp | 69.5%+2.5pp |
| Annual return | 11.81% | 21.57%-9.8pp | 25.88%-14.1pp | 73.14%-61.3pp |
| Employer contribution / active EE | $979 | $1,755-44.2% | $2,428-59.7% | $2,342-58.2% |
| Participant deferral / active EE | $3,826 | $2,987+28.1% | $3,706+3.2% | $3,332+14.8% |
| Admin fee / account holder | $12,228 | $4,512+171.0% | $5,608+118.0% | $4,645+163.2% |