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 | $64,840 | $68,547-5.4% | $120,354-46.1% | $80,856-19.8% |
| Participation rate | 75.0% | 61.6%+13.4pp | 71.9%+3.1pp | 67.6%+7.4pp |
| Annual return | 8.95% | 23.60%-14.7pp | 107.15%-98.2pp | 35.59%-26.6pp |
| Employer contribution / active EE | $669 | $2,051-67.4% | $3,463-80.7% | $2,755-75.7% |
| Participant deferral / active EE | $1,598 | $3,173-49.7% | $4,991-68.0% | $4,296-62.8% |
| Admin fee / account holder | $13,591 | $5,732+137.1% | $9,423+44.2% | $6,918+96.5% |