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 | $59,483 | $181,894-67.3% | $156,549-62.0% | $273,961-78.3% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 2.30% | 30.74%-28.4pp | 32.23%-29.9pp | 41.45%-39.2pp |
| Employer contribution / active EE | $2,067 | $6,248-66.9% | $5,501-62.4% | $4,869-57.5% |
| Participant deferral / active EE | $5,676 | $5,550+2.3% | $4,871+16.5% | $5,287+7.4% |
| Admin fee / account holder | $655 | $15,559-95.8% | $13,027-95.0% | $10,132-93.5% |