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 | $36,635 | $78,672-53.4% | $109,143-66.4% | $85,850-57.3% |
| Participation rate | 72.0% | 68.3%+3.7pp | 75.9%-3.9pp | 69.3%+2.7pp |
| Annual return | 10.42% | 25.09%-14.7pp | 25.75%-15.3pp | 318.53%-308.1pp |
| Employer contribution / active EE | $1,586 | $2,735-42.0% | $3,722-57.4% | $2,565-38.2% |
| Participant deferral / active EE | $2,446 | $3,467-29.5% | $4,653-47.4% | $3,952-38.1% |
| Admin fee / account holder | $3,285 | $5,469-39.9% | $6,752-51.4% | $6,260-47.5% |