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 | $43,854 | $80,968-45.8% | $96,544-54.6% | $75,163-41.7% |
| Participation rate | 88.1% | 71.8%+16.3pp | 76.0%+12.1pp | 67.2%+20.9pp |
| Annual return | 11.83% | 27.06%-15.2pp | 25.84%-14.0pp | 160.62%-148.8pp |
| Employer contribution / active EE | $2,342 | $2,282+2.6% | $2,965-21.0% | $2,670-12.3% |
| Participant deferral / active EE | $3,802 | $3,928-3.2% | $4,851-21.6% | $4,125-7.8% |
| Admin fee / account holder | $1,033 | $6,724-84.6% | $8,252-87.5% | $5,651-81.7% |