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 | $61,696 | $47,848+28.9% | $81,478-24.3% | $70,131-12.0% |
| Participation rate | 70.4% | 58.3%+12.1pp | 68.0%+2.4pp | 69.5%+0.8pp |
| Annual return | 11.71% | 27.25%-15.5pp | 38.78%-27.1pp | 73.14%-61.4pp |
| Employer contribution / active EE | $354 | $1,527-76.8% | $2,568-86.2% | $2,342-84.9% |
| Participant deferral / active EE | $1,968 | $2,453-19.8% | $3,537-44.4% | $3,332-40.9% |
| Admin fee / account holder | $8,046 | $3,145+155.8% | $4,561+76.4% | $4,645+73.2% |