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 | $63,505 | $64,348-1.3% | $90,160-29.6% | $70,131-9.4% |
| Participation rate | 72.7% | 70.4%+2.3pp | 76.9%-4.1pp | 69.5%+3.2pp |
| Annual return | 14.07% | 28.13%-14.1pp | 34.88%-20.8pp | 73.14%-59.1pp |
| Employer contribution / active EE | $2,742 | $2,046+34.1% | $3,318-17.4% | $2,342+17.1% |
| Participant deferral / active EE | $6,673 | $4,389+52.1% | $5,288+26.2% | $3,332+100.3% |
| Admin fee / account holder | $1,221 | $3,944-69.0% | $5,943-79.5% | $4,645-73.7% |