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 | $69,331 | $58,512+18.5% | $84,015-17.5% | $72,985-5.0% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 5.75% | 28.93%-23.2pp | 71.31%-65.6pp | 81.00%-75.2pp |
| Employer contribution / active EE | $1,384 | $1,163+19.0% | $1,983-30.2% | $2,440-43.3% |
| Participant deferral / active EE | $2,896 | $2,394+21.0% | $3,239-10.6% | $3,607-19.7% |
| Admin fee / account holder | $1,116 | $4,569-75.6% | $6,101-81.7% | $5,124-78.2% |