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 | $53,440 | $48,076+11.2% | $78,689-32.1% | $62,891-15.0% |
| Participation rate | 87.5% | 65.2%+22.3pp | 73.6%+13.9pp | 69.3%+18.2pp |
| Annual return | 3.68% | 31.35%-27.7pp | 62.18%-58.5pp | 20.14%-16.5pp |
| Employer contribution / active EE | $5,852 | $2,015+190.5% | $2,851+105.3% | $2,281+156.6% |
| Participant deferral / active EE | $4,154 | $2,588+60.5% | $3,517+18.1% | $3,203+29.7% |
| Admin fee / account holder | $789 | $3,207-75.4% | $4,510-82.5% | $4,296-81.6% |