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 | $66,103 | $109,881-39.8% | $150,045-55.9% | $84,808-22.1% |
| Participation rate | 77.6% | 76.1%+1.5pp | 82.3%-4.8pp | 68.3%+9.2pp |
| Annual return | 14.15% | 28.25%-14.1pp | 62.55%-48.4pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,698 | $3,561-24.2% | $4,693-42.5% | $2,631+2.5% |
| Participant deferral / active EE | $6,653 | $6,636+0.2% | $7,997-16.8% | $4,212+58.0% |
| Admin fee / account holder | $15,583 | $8,568+81.9% | $13,435+16.0% | $7,344+112.2% |