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 | $117,092 | $60,892+92.3% | $82,389+42.1% | $84,808+38.1% |
| Participation rate | 76.0% | 63.3%+12.7pp | 69.5%+6.5pp | 68.3%+7.7pp |
| Annual return | 11.92% | 37.29%-25.4pp | 28.67%-16.7pp | 40.90%-29.0pp |
| Employer contribution / active EE | $1,043 | $1,779-41.4% | $2,517-58.6% | $2,631-60.3% |
| Participant deferral / active EE | $2,440 | $3,179-23.3% | $4,155-41.3% | $4,212-42.1% |
| Admin fee / account holder | $6,524 | $5,467+19.3% | $7,231-9.8% | $7,344-11.2% |