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 | $69,795 | $65,409+6.7% | $98,442-29.1% | $85,850-18.7% |
| Participation rate | 70.4% | 65.0%+5.4pp | 73.3%-3.0pp | 69.3%+1.1pp |
| Annual return | 6.88% | 21.76%-14.9pp | 1492.73%-1485.8pp | 318.53%-311.7pp |
| Employer contribution / active EE | $1,326 | $2,168-38.8% | $2,960-55.2% | $2,565-48.3% |
| Participant deferral / active EE | $2,182 | $3,166-31.1% | $4,276-49.0% | $3,952-44.8% |
| Admin fee / account holder | $1,017 | $4,593-77.9% | $5,949-82.9% | $6,260-83.8% |