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 | $63,700 | $67,894-6.2% | $89,340-28.7% | $82,448-22.7% |
| Participation rate | 97.4% | 64.0%+33.3pp | 69.6%+27.8pp | 68.1%+29.3pp |
| Annual return | 5.31% | 19.21%-13.9pp | 20.57%-15.3pp | 41.64%-36.3pp |
| Employer contribution / active EE | $6,665 | $1,828+264.6% | $2,231+198.7% | $2,551+161.3% |
| Participant deferral / active EE | $3,851 | $3,072+25.3% | $3,823+0.7% | $4,139-7.0% |
| Admin fee / account holder | $700 | $5,723-87.8% | $6,704-89.6% | $7,234-90.3% |