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 | $83,352 | $108,825-23.4% | $156,181-46.6% | $82,448+1.1% |
| Participation rate | 84.0% | 72.4%+11.6pp | 78.8%+5.2pp | 68.1%+15.9pp |
| Annual return | 10.93% | 20.59%-9.7pp | 64.87%-53.9pp | 41.64%-30.7pp |
| Employer contribution / active EE | $1,634 | $2,870-43.1% | $4,294-61.9% | $2,551-35.9% |
| Participant deferral / active EE | $4,532 | $4,577-1.0% | $6,132-26.1% | $4,139+9.5% |
| Admin fee / account holder | $1,339 | $9,341-85.7% | $14,586-90.8% | $7,234-81.5% |