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 | $65,057 | $99,341-34.5% | $84,750-23.2% | $273,961-76.3% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | -4.46% | 22.93%-27.4pp | 22.78%-27.2pp | 41.45%-45.9pp |
| Employer contribution / active EE | $1,840 | $4,214-56.3% | $3,574-48.5% | $4,869-62.2% |
| Participant deferral / active EE | $3,806 | $4,269-10.8% | $3,712+2.6% | $5,287-28.0% |
| Admin fee / account holder | $2,076 | $6,644-68.8% | $5,332-61.1% | $10,132-79.5% |