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 | $67,837 | $91,552-25.9% | $133,956-49.4% | $79,858-15.1% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.6%+5.4pp |
| Annual return | 9.08% | 61.85%-52.8pp | 45.09%-36.0pp | 31.71%-22.6pp |
| Employer contribution / active EE | $2,120 | $2,384-11.1% | $3,919-45.9% | $2,471-14.2% |
| Participant deferral / active EE | $3,547 | $3,733-5.0% | $5,048-29.7% | $3,740-5.2% |
| Admin fee / account holder | $18,827 | $6,321+197.9% | $8,927+110.9% | $5,306+254.8% |