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 | $69,339 | $95,453-27.4% | $112,040-38.1% | $82,448-15.9% |
| Participation rate | 74.1% | 72.8%+1.4pp | 76.5%-2.4pp | 68.1%+6.1pp |
| Annual return | 7.74% | 23.92%-16.2pp | 24.52%-16.8pp | 41.64%-33.9pp |
| Employer contribution / active EE | $3,047 | $2,318+31.5% | $2,954+3.2% | $2,551+19.5% |
| Participant deferral / active EE | $2,742 | $4,224-35.1% | $5,098-46.2% | $4,139-33.7% |
| Admin fee / account holder | $2,631 | $9,013-70.8% | $12,098-78.3% | $7,234-63.6% |