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 | $61,081 | $65,041-6.1% | $90,951-32.8% | $79,858-23.5% |
| Participation rate | 83.3% | 61.6%+21.7pp | 69.0%+14.3pp | 69.6%+13.7pp |
| Annual return | 8.51% | 30.45%-21.9pp | 134.60%-126.1pp | 31.71%-23.2pp |
| Employer contribution / active EE | $964 | $1,247-22.7% | $2,122-54.6% | $2,471-61.0% |
| Participant deferral / active EE | $2,907 | $2,512+15.7% | $3,373-13.8% | $3,740-22.3% |
| Admin fee / account holder | $974 | $4,536-78.5% | $5,959-83.7% | $5,306-81.6% |