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 | $43,709 | $58,627-25.4% | $76,735-43.0% | $82,448-47.0% |
| Participation rate | 86.2% | 63.2%+23.0pp | 69.5%+16.7pp | 68.1%+18.1pp |
| Annual return | 10.02% | 39.10%-29.1pp | 29.77%-19.8pp | 41.64%-31.6pp |
| Employer contribution / active EE | $1,612 | $1,729-6.8% | $2,454-34.3% | $2,551-36.8% |
| Participant deferral / active EE | $2,893 | $3,134-7.7% | $4,088-29.2% | $4,139-30.1% |
| Admin fee / account holder | $6,194 | $5,323+16.4% | $7,189-13.8% | $7,234-14.4% |