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 | $74,883 | $163,101-54.1% | $136,749-45.2% | $142,382-47.4% |
| Participation rate | 75.0% | 78.2%-3.2pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 7.46% | 27.54%-20.1pp | 24.33%-16.9pp | 217.08%-209.6pp |
| Employer contribution / active EE | $1,188 | $4,117-71.2% | $3,400-65.1% | $4,299-72.4% |
| Participant deferral / active EE | $1,447 | $5,585-74.1% | $4,692-69.2% | $6,507-77.8% |
| Admin fee / account holder | $5,434 | $14,318-62.0% | $11,386-52.3% | $12,624-57.0% |