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 | $67,831 | $83,477-18.7% | $125,175-45.8% | $72,985-7.1% |
| Participation rate | 72.4% | 73.3%-0.9pp | 79.8%-7.4pp | 69.5%+2.9pp |
| Annual return | 16.21% | 25.78%-9.6pp | 43.79%-27.6pp | 81.00%-64.8pp |
| Employer contribution / active EE | $1,967 | $2,345-16.1% | $3,865-49.1% | $2,440-19.4% |
| Participant deferral / active EE | $3,344 | $3,585-6.7% | $4,937-32.3% | $3,607-7.3% |
| Admin fee / account holder | $2,235 | $5,517-59.5% | $9,702-77.0% | $5,124-56.4% |