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 | $67,114 | $95,803-29.9% | $113,168-40.7% | $84,808-20.9% |
| Participation rate | 83.3% | 72.9%+10.5pp | 76.6%+6.8pp | 68.3%+15.0pp |
| Annual return | 9.25% | 25.00%-15.8pp | 24.27%-15.0pp | 40.90%-31.6pp |
| Employer contribution / active EE | $2,139 | $2,360-9.4% | $2,975-28.1% | $2,631-18.7% |
| Participant deferral / active EE | $5,854 | $4,242+38.0% | $5,107+14.6% | $4,212+39.0% |
| Admin fee / account holder | $6,106 | $8,989-32.1% | $12,068-49.4% | $7,344-16.9% |