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 | $112,592 | $93,571+20.3% | $135,903-17.2% | $75,163+49.8% |
| Participation rate | 73.3% | 75.2%-1.8pp | 81.9%-8.6pp | 67.2%+6.1pp |
| Annual return | 13.86% | 30.90%-17.0pp | 68.23%-54.4pp | 160.62%-146.8pp |
| Employer contribution / active EE | $810 | $3,537-77.1% | $4,856-83.3% | $2,670-69.7% |
| Participant deferral / active EE | $4,080 | $6,404-36.3% | $7,758-47.4% | $4,125-1.1% |
| Admin fee / account holder | $1,062 | $6,975-84.8% | $10,762-90.1% | $5,651-81.2% |