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 | $53,086 | $54,705-3.0% | $71,209-25.5% | $84,808-37.4% |
| Participation rate | 80.6% | 64.1%+16.5pp | 73.8%+6.8pp | 68.3%+12.2pp |
| Annual return | 13.21% | 35.90%-22.7pp | 282.51%-269.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $420 | $2,158-80.5% | $2,721-84.6% | $2,631-84.0% |
| Participant deferral / active EE | $1,924 | $3,030-36.5% | $4,175-53.9% | $4,212-54.3% |
| Admin fee / account holder | $6,232 | $4,863+28.1% | $5,349+16.5% | $7,344-15.1% |