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 | $58,049 | $45,073+28.8% | $69,455-16.4% | $72,985-20.5% |
| Participation rate | 70.0% | 68.5%+1.5pp | 74.6%-4.6pp | 69.5%+0.5pp |
| Annual return | 5.52% | 22.65%-17.1pp | 28.97%-23.4pp | 81.00%-75.5pp |
| Employer contribution / active EE | $1,197 | $2,054-41.7% | $2,779-56.9% | $2,440-50.9% |
| Participant deferral / active EE | $1,472 | $2,602-43.4% | $3,535-58.4% | $3,607-59.2% |
| Admin fee / account holder | $2,904 | $3,056-5.0% | $3,839-24.4% | $5,124-43.3% |