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 | $59,899 | $47,848+25.2% | $81,478-26.5% | $70,131-14.6% |
| Participation rate | 93.0% | 58.3%+34.7pp | 68.0%+25.1pp | 69.5%+23.5pp |
| Annual return | 11.84% | 27.25%-15.4pp | 38.78%-26.9pp | 73.14%-61.3pp |
| Employer contribution / active EE | $2,093 | $1,527+37.1% | $2,568-18.5% | $2,342-10.6% |
| Participant deferral / active EE | $2,931 | $2,453+19.5% | $3,537-17.1% | $3,332-12.0% |
| Admin fee / account holder | $3,413 | $3,145+8.5% | $4,561-25.2% | $4,645-26.5% |