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 | $83,363 | $81,460+2.3% | $103,333-19.3% | $80,856+3.1% |
| Participation rate | 84.9% | 66.8%+18.1pp | 74.5%+10.4pp | 67.6%+17.3pp |
| Annual return | 2.00% | 25.55%-23.5pp | 24.88%-22.9pp | 35.59%-33.6pp |
| Employer contribution / active EE | $1,362 | $3,105-56.1% | $3,868-64.8% | $2,755-50.6% |
| Participant deferral / active EE | $3,199 | $3,869-17.3% | $5,057-36.7% | $4,296-25.5% |
| Admin fee / account holder | $6,902 | $6,566+5.1% | $8,355-17.4% | $6,918-0.2% |