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 | $76,941 | $80,673-4.6% | $101,326-24.1% | $84,808-9.3% |
| Participation rate | 81.7% | 77.8%+3.9pp | 81.5%+0.2pp | 68.3%+13.4pp |
| Annual return | 12.27% | 38.95%-26.7pp | 36.82%-24.5pp | 40.90%-28.6pp |
| Employer contribution / active EE | $66 | $2,698-97.5% | $3,665-98.2% | $2,631-97.5% |
| Participant deferral / active EE | $3,581 | $6,840-47.7% | $7,994-55.2% | $4,212-15.0% |
| Admin fee / account holder | $6,705 | $12,784-47.6% | $11,185-40.1% | $7,344-8.7% |