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 | $75,618 | $78,422-3.6% | $95,952-21.2% | $79,858-5.3% |
| Participation rate | 75.6% | 73.5%+2.1pp | 77.1%-1.5pp | 69.6%+5.9pp |
| Annual return | 5.78% | 19.37%-13.6pp | 91.61%-85.8pp | 31.71%-25.9pp |
| Employer contribution / active EE | $673 | $1,945-65.4% | $2,541-73.5% | $2,471-72.8% |
| Participant deferral / active EE | $3,368 | $3,440-2.1% | $4,167-19.2% | $3,740-9.9% |
| Admin fee / account holder | $3,342 | $5,622-40.6% | $6,795-50.8% | $5,306-37.0% |