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 | $82,141 | $78,422+4.7% | $95,952-14.4% | $79,858+2.9% |
| Participation rate | 77.1% | 73.5%+3.7pp | 77.1%+0.1pp | 69.6%+7.5pp |
| Annual return | 2.40% | 19.37%-17.0pp | 91.61%-89.2pp | 31.71%-29.3pp |
| Employer contribution / active EE | $478 | $1,945-75.4% | $2,541-81.2% | $2,471-80.7% |
| Participant deferral / active EE | $3,286 | $3,440-4.5% | $4,167-21.1% | $3,740-12.2% |
| Admin fee / account holder | $1,129 | $5,622-79.9% | $6,795-83.4% | $5,306-78.7% |