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 | $63,991 | $95,803-33.2% | $113,168-43.5% | $84,808-24.5% |
| Participation rate | 71.4% | 72.9%-1.4pp | 76.6%-5.1pp | 68.3%+3.1pp |
| Annual return | 12.09% | 25.00%-12.9pp | 24.27%-12.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $1,257 | $2,360-46.7% | $2,975-57.8% | $2,631-52.2% |
| Participant deferral / active EE | $2,869 | $4,242-32.4% | $5,107-43.8% | $4,212-31.9% |
| Admin fee / account holder | $6,285 | $8,989-30.1% | $12,068-47.9% | $7,344-14.4% |