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 | $67,094 | $74,927-10.5% | $101,794-34.1% | $84,808-20.9% |
| Participation rate | 74.1% | 61.4%+12.7pp | 69.2%+4.9pp | 68.3%+5.8pp |
| Annual return | 11.16% | 18.70%-7.5pp | 30.53%-19.4pp | 40.90%-29.7pp |
| Employer contribution / active EE | $1,397 | $1,522-8.2% | $2,289-39.0% | $2,631-46.9% |
| Participant deferral / active EE | $2,413 | $3,099-22.1% | $4,084-40.9% | $4,212-42.7% |
| Admin fee / account holder | $3,848 | $6,514-40.9% | $8,777-56.2% | $7,344-47.6% |