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 | $66,734 | $65,365+2.1% | $92,893-28.2% | $72,985-8.6% |
| Participation rate | 73.0% | 68.3%+4.7pp | 76.0%-3.0pp | 69.5%+3.5pp |
| Annual return | 5.08% | 42.10%-37.0pp | 109.41%-104.3pp | 81.00%-75.9pp |
| Employer contribution / active EE | $882 | $2,594-66.0% | $3,653-75.9% | $2,440-63.8% |
| Participant deferral / active EE | $3,361 | $3,128+7.4% | $4,236-20.7% | $3,607-6.8% |
| Admin fee / account holder | $1,212 | $4,251-71.5% | $5,794-79.1% | $5,124-76.3% |