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 | $58,998 | $83,477-29.3% | $125,175-52.9% | $72,985-19.2% |
| Participation rate | 84.3% | 73.3%+11.0pp | 79.8%+4.5pp | 69.5%+14.8pp |
| Annual return | 15.44% | 25.78%-10.3pp | 43.79%-28.4pp | 81.00%-65.6pp |
| Employer contribution / active EE | $2,212 | $2,345-5.7% | $3,865-42.8% | $2,440-9.3% |
| Participant deferral / active EE | $2,294 | $3,585-36.0% | $4,937-53.5% | $3,607-36.4% |
| Admin fee / account holder | $3,886 | $5,517-29.6% | $9,702-60.0% | $5,124-24.2% |