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 | $58,521 | $81,248-28.0% | $155,509-62.4% | $80,856-27.6% |
| Participation rate | 71.2% | 66.2%+4.9pp | 78.2%-7.0pp | 67.6%+3.5pp |
| Annual return | 9.02% | 33.31%-24.3pp | 64.67%-55.6pp | 35.59%-26.6pp |
| Employer contribution / active EE | $2,858 | $3,100-7.8% | $4,672-38.8% | $2,755+3.7% |
| Participant deferral / active EE | $1,669 | $3,452-51.6% | $5,626-70.3% | $4,296-61.1% |
| Admin fee / account holder | $6,222 | $7,997-22.2% | $15,912-60.9% | $6,918-10.1% |