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 | $71,771 | $80,968-11.4% | $96,544-25.7% | $75,163-4.5% |
| Participation rate | 74.5% | 71.8%+2.7pp | 76.0%-1.5pp | 67.2%+7.3pp |
| Annual return | 12.71% | 27.06%-14.4pp | 25.84%-13.1pp | 160.62%-147.9pp |
| Employer contribution / active EE | $1,172 | $2,282-48.6% | $2,965-60.5% | $2,670-56.1% |
| Participant deferral / active EE | $3,429 | $3,928-12.7% | $4,851-29.3% | $4,125-16.9% |
| Admin fee / account holder | $811 | $6,724-87.9% | $8,252-90.2% | $5,651-85.6% |