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 | $64,898 | $80,968-19.8% | $96,544-32.8% | $75,163-13.7% |
| Participation rate | 86.4% | 71.8%+14.6pp | 76.0%+10.4pp | 67.2%+19.2pp |
| Annual return | 12.16% | 27.06%-14.9pp | 25.84%-13.7pp | 160.62%-148.5pp |
| Employer contribution / active EE | $1,686 | $2,282-26.1% | $2,965-43.1% | $2,670-36.9% |
| Participant deferral / active EE | $3,653 | $3,928-7.0% | $4,851-24.7% | $4,125-11.4% |
| Admin fee / account holder | $4,789 | $6,724-28.8% | $8,252-42.0% | $5,651-15.3% |