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 | $79,719 | $109,881-27.4% | $150,045-46.9% | $84,808-6.0% |
| Participation rate | 76.5% | 76.1%+0.4pp | 82.3%-5.9pp | 68.3%+8.2pp |
| Annual return | 13.56% | 28.25%-14.7pp | 62.55%-49.0pp | 40.90%-27.3pp |
| Employer contribution / active EE | $2,011 | $3,561-43.5% | $4,693-57.2% | $2,631-23.6% |
| Participant deferral / active EE | $2,940 | $6,636-55.7% | $7,997-63.2% | $4,212-30.2% |
| Admin fee / account holder | $6,508 | $8,568-24.0% | $13,435-51.6% | $7,344-11.4% |