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 | $71,066 | $94,031-24.4% | $115,768-38.6% | $82,448-13.8% |
| Participation rate | 70.6% | 70.4%+0.2pp | 74.4%-3.8pp | 68.1%+2.5pp |
| Annual return | 9.87% | 20.61%-10.7pp | 100.46%-90.6pp | 41.64%-31.8pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,648 | $3,972+42.2% | $4,917+14.9% | $4,139+36.4% |
| Admin fee / account holder | $8,253 | $10,249-19.5% | $12,439-33.7% | $7,234+14.1% |