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 | $74,077 | $58,512+26.6% | $84,015-11.8% | $72,985+1.5% |
| Participation rate | 96.1% | 61.2%+34.9pp | 69.0%+27.1pp | 69.5%+26.6pp |
| Annual return | 1.18% | 28.93%-27.8pp | 71.31%-70.1pp | 81.00%-79.8pp |
| Employer contribution / active EE | $1,167 | $1,163+0.4% | $1,983-41.2% | $2,440-52.2% |
| Participant deferral / active EE | $3,051 | $2,394+27.5% | $3,239-5.8% | $3,607-15.4% |
| Admin fee / account holder | $9,708 | $4,569+112.5% | $6,101+59.1% | $5,124+89.5% |