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 | $67,558 | $81,248-16.8% | $155,509-56.6% | $80,856-16.4% |
| Participation rate | 80.5% | 66.2%+14.3pp | 78.2%+2.3pp | 67.6%+12.8pp |
| Annual return | 10.35% | 33.31%-23.0pp | 64.67%-54.3pp | 35.59%-25.2pp |
| Employer contribution / active EE | $1,972 | $3,100-36.4% | $4,672-57.8% | $2,755-28.4% |
| Participant deferral / active EE | $3,370 | $3,452-2.4% | $5,626-40.1% | $4,296-21.6% |
| Admin fee / account holder | $1,372 | $7,997-82.8% | $15,912-91.4% | $6,918-80.2% |