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 | $72,847 | $83,477-12.7% | $125,175-41.8% | $72,985-0.2% |
| Participation rate | 86.4% | 73.3%+13.1pp | 79.8%+6.7pp | 69.5%+17.0pp |
| Annual return | 4.76% | 25.78%-21.0pp | 43.79%-39.0pp | 81.00%-76.2pp |
| Employer contribution / active EE | $1,790 | $2,345-23.7% | $3,865-53.7% | $2,440-26.6% |
| Participant deferral / active EE | $3,830 | $3,585+6.8% | $4,937-22.4% | $3,607+6.2% |
| Admin fee / account holder | $4,249 | $5,517-23.0% | $9,702-56.2% | $5,124-17.1% |