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 | $54,349 | $73,933-26.5% | $96,683-43.8% | $75,163-27.7% |
| Participation rate | 74.1% | 66.4%+7.7pp | 74.3%-0.3pp | 67.2%+6.9pp |
| Annual return | 4.16% | 26.70%-22.5pp | 35.69%-31.5pp | 160.62%-156.5pp |
| Employer contribution / active EE | $2,766 | $2,928-5.5% | $3,737-26.0% | $2,670+3.6% |
| Participant deferral / active EE | $5,889 | $3,659+61.0% | $4,878+20.7% | $4,125+42.8% |
| Admin fee / account holder | $4,724 | $5,216-9.4% | $6,730-29.8% | $5,651-16.4% |