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 | $91,294 | $57,016+60.1% | $84,966+7.4% | $80,856+12.9% |
| Participation rate | 94.3% | 56.3%+37.9pp | 67.5%+26.8pp | 67.6%+26.6pp |
| Annual return | 8.58% | 21.66%-13.1pp | 66.38%-57.8pp | 35.59%-27.0pp |
| Employer contribution / active EE | $1,607 | $1,798-10.6% | $2,727-41.1% | $2,755-41.7% |
| Participant deferral / active EE | $2,434 | $3,110-21.7% | $4,519-46.1% | $4,296-43.3% |
| Admin fee / account holder | $10,240 | $4,980+105.6% | $6,149+66.5% | $6,918+48.0% |