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 | $71,671 | $48,046+49.2% | $84,611-15.3% | $72,985-1.8% |
| Participation rate | 82.7% | 57.6%+25.1pp | 68.2%+14.5pp | 69.5%+13.2pp |
| Annual return | 13.84% | 37.38%-23.5pp | 258.74%-244.9pp | 81.00%-67.2pp |
| Employer contribution / active EE | $1,731 | $1,602+8.1% | $2,652-34.7% | $2,440-29.1% |
| Participant deferral / active EE | $2,780 | $2,680+3.7% | $3,899-28.7% | $3,607-22.9% |
| Admin fee / account holder | $3,625 | $3,395+6.8% | $4,912-26.2% | $5,124-29.3% |