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 | $78,674 | $72,492+8.5% | $87,100-9.7% | $72,985+7.8% |
| Participation rate | 97.2% | 72.8%+24.4pp | 76.9%+20.4pp | 69.5%+27.7pp |
| Annual return | 4.13% | 24.46%-20.3pp | 28.19%-24.1pp | 81.00%-76.9pp |
| Employer contribution / active EE | $1,059 | $1,894-44.1% | $2,521-58.0% | $2,440-56.6% |
| Participant deferral / active EE | $4,551 | $3,270+39.2% | $4,049+12.4% | $3,607+26.2% |
| Admin fee / account holder | $5,535 | $5,055+9.5% | $7,497-26.2% | $5,124+8.0% |