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 | $66,971 | $93,571-28.4% | $135,903-50.7% | $75,163-10.9% |
| Participation rate | 84.5% | 75.2%+9.3pp | 81.9%+2.6pp | 67.2%+17.3pp |
| Annual return | 12.58% | 30.90%-18.3pp | 68.23%-55.6pp | 160.62%-148.0pp |
| Employer contribution / active EE | $2,234 | $3,537-36.8% | $4,856-54.0% | $2,670-16.3% |
| Participant deferral / active EE | $6,534 | $6,404+2.0% | $7,758-15.8% | $4,125+58.4% |
| Admin fee / account holder | $4,751 | $6,975-31.9% | $10,762-55.9% | $5,651-15.9% |