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 | $87,867 | $78,926+11.3% | $136,749-35.7% | $84,808+3.6% |
| Participation rate | 77.4% | 62.2%+15.2pp | 72.1%+5.3pp | 68.3%+9.1pp |
| Annual return | 12.38% | 18.17%-5.8pp | 24.33%-11.9pp | 40.90%-28.5pp |
| Employer contribution / active EE | $1,805 | $2,134-15.4% | $3,400-46.9% | $2,631-31.4% |
| Participant deferral / active EE | $2,008 | $3,168-36.6% | $4,692-57.2% | $4,212-52.3% |
| Admin fee / account holder | $30,116 | $6,369+372.9% | $11,386+164.5% | $7,344+310.1% |