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 | $67,250 | $60,022+12.0% | $88,946-24.4% | $84,808-20.7% |
| Participation rate | 90.3% | 57.8%+32.5pp | 68.8%+21.5pp | 68.3%+22.0pp |
| Annual return | 12.71% | 22.43%-9.7pp | 57.82%-45.1pp | 40.90%-28.2pp |
| Employer contribution / active EE | $747 | $1,703-56.1% | $2,555-70.8% | $2,631-71.6% |
| Participant deferral / active EE | $4,322 | $3,114+38.8% | $4,581-5.7% | $4,212+2.6% |
| Admin fee / account holder | $2,950 | $4,811-38.7% | $8,261-64.3% | $7,344-59.8% |