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 | $64,475 | $106,749-39.6% | $145,433-55.7% | $82,448-21.8% |
| Participation rate | 72.5% | 75.6%-3.1pp | 82.1%-9.6pp | 68.1%+4.4pp |
| Annual return | 13.66% | 27.59%-13.9pp | 66.58%-52.9pp | 41.64%-28.0pp |
| Employer contribution / active EE | $1,309 | $3,444-62.0% | $4,554-71.3% | $2,551-48.7% |
| Participant deferral / active EE | $5,977 | $6,519-8.3% | $7,897-24.3% | $4,139+44.4% |
| Admin fee / account holder | $2,692 | $8,390-67.9% | $13,129-79.5% | $7,234-62.8% |