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 | $79,458 | $99,341-20.0% | $84,750-6.2% | $273,961-71.0% |
| Participation rate | 82.6% | 80.7%+1.9pp | 76.6%+6.0pp | 83.0%-0.4pp |
| Annual return | 1.63% | 22.93%-21.3pp | 22.78%-21.2pp | 41.45%-39.8pp |
| Employer contribution / active EE | $2,421 | $4,214-42.5% | $3,574-32.3% | $4,869-50.3% |
| Participant deferral / active EE | $5,923 | $4,269+38.7% | $3,712+59.6% | $5,287+12.0% |
| Admin fee / account holder | $4,934 | $6,644-25.7% | $5,332-7.5% | $10,132-51.3% |