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 8-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 | $73,229 | $60,349+21.3% | $74,183-1.3% | $62,891+16.4% |
| Participation rate | 78.8% | 72.7%+6.1pp | 76.6%+2.2pp | 69.3%+9.5pp |
| Annual return | 1.83% | 21.37%-19.5pp | 17.74%-15.9pp | 20.14%-18.3pp |
| Employer contribution / active EE | $1,547 | $1,680-7.9% | $2,370-34.7% | $2,281-32.2% |
| Participant deferral / active EE | $4,550 | $2,856+59.3% | $3,550+28.2% | $3,203+42.0% |
| Admin fee / account holder | $5,096 | $4,261+19.6% | $5,586-8.8% | $4,296+18.6% |