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 | $68,793 | $72,277-4.8% | $101,248-32.1% | $79,858-13.9% |
| Participation rate | 75.4% | 68.5%+6.9pp | 75.8%-0.4pp | 69.6%+5.8pp |
| Annual return | 2.41% | 22.30%-19.9pp | 46.47%-44.1pp | 31.71%-29.3pp |
| Employer contribution / active EE | $1,791 | $2,692-33.4% | $3,660-51.0% | $2,471-27.5% |
| Participant deferral / active EE | $4,332 | $3,282+32.0% | $4,370-0.9% | $3,740+15.8% |
| Admin fee / account holder | $1,019 | $4,400-76.9% | $5,945-82.9% | $5,306-80.8% |