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 | $69,665 | $78,422-11.2% | $95,952-27.4% | $79,858-12.8% |
| Participation rate | 73.6% | 73.5%+0.1pp | 77.1%-3.5pp | 69.6%+4.0pp |
| Annual return | 8.89% | 19.37%-10.5pp | 91.61%-82.7pp | 31.71%-22.8pp |
| Employer contribution / active EE | $660 | $1,945-66.1% | $2,541-74.0% | $2,471-73.3% |
| Participant deferral / active EE | $4,032 | $3,440+17.2% | $4,167-3.2% | $3,740+7.8% |
| Admin fee / account holder | $1,908 | $5,622-66.1% | $6,795-71.9% | $5,306-64.0% |