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 | $67,844 | $76,367-11.2% | $93,606-27.5% | $72,985-7.0% |
| Participation rate | 70.2% | 71.7%-1.5pp | 75.8%-5.6pp | 69.5%+0.8pp |
| Annual return | 11.62% | 25.82%-14.2pp | 32.76%-21.1pp | 81.00%-69.4pp |
| Employer contribution / active EE | $1,174 | $2,275-48.4% | $2,718-56.8% | $2,440-51.9% |
| Participant deferral / active EE | $2,500 | $3,538-29.3% | $4,069-38.6% | $3,607-30.7% |
| Admin fee / account holder | $1,593 | $6,838-76.7% | $7,888-79.8% | $5,124-68.9% |