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 | $80,848 | $63,764+26.8% | $81,930-1.3% | $79,858+1.2% |
| Participation rate | 73.7% | 67.5%+6.2pp | 72.0%+1.7pp | 69.6%+4.1pp |
| Annual return | 4.64% | 22.66%-18.0pp | 29.49%-24.9pp | 31.71%-27.1pp |
| Employer contribution / active EE | $367 | $1,795-79.6% | $4,310-91.5% | $2,471-85.1% |
| Participant deferral / active EE | $2,397 | $2,780-13.8% | $7,107-66.3% | $3,740-35.9% |
| Admin fee / account holder | $1,321 | $4,426-70.1% | $5,158-74.4% | $5,306-75.1% |