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 | $72,804 | $70,428+3.4% | $96,562-24.6% | $85,850-15.2% |
| Participation rate | 89.2% | 61.8%+27.4pp | 69.8%+19.4pp | 69.3%+19.9pp |
| Annual return | 8.75% | 18.59%-9.8pp | 37.78%-29.0pp | 318.53%-309.8pp |
| Employer contribution / active EE | $862 | $1,413-39.0% | $2,356-63.4% | $2,565-66.4% |
| Participant deferral / active EE | $2,894 | $2,8940% | $3,849-24.8% | $3,952-26.8% |
| Admin fee / account holder | $5,217 | $4,997+4.4% | $6,181-15.6% | $6,260-16.7% |