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 | $66,870 | $78,926-15.3% | $136,749-51.1% | $84,808-21.2% |
| Participation rate | 90.6% | 62.2%+28.4pp | 72.1%+18.5pp | 68.3%+22.3pp |
| Annual return | 10.69% | 18.17%-7.5pp | 24.33%-13.6pp | 40.90%-30.2pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,199 | $3,168+1.0% | $4,692-31.8% | $4,212-24.0% |
| Admin fee / account holder | $560 | $6,369-91.2% | $11,386-95.1% | $7,344-92.4% |