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 7-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 | $63,068 | $101,724-38.0% | $164,813-61.7% | $80,856-22.0% |
| Participation rate | 70.3% | 71.8%-1.6pp | 78.6%-8.3pp | 67.6%+2.6pp |
| Annual return | 10.48% | 16.72%-6.2pp | 69.93%-59.4pp | 35.59%-25.1pp |
| Employer contribution / active EE | $2,271 | $2,953-23.1% | $4,341-47.7% | $2,755-17.6% |
| Participant deferral / active EE | $4,031 | $4,477-10.0% | $6,031-33.2% | $4,296-6.2% |
| Admin fee / account holder | $3,238 | $8,227-60.6% | $12,690-74.5% | $6,918-53.2% |