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 | $62,122 | $78,422-20.8% | $95,952-35.3% | $79,858-22.2% |
| Participation rate | 87.8% | 73.5%+14.3pp | 77.1%+10.7pp | 69.6%+18.2pp |
| Annual return | 6.57% | 19.37%-12.8pp | 91.61%-85.0pp | 31.71%-25.1pp |
| Employer contribution / active EE | $1,748 | $1,945-10.1% | $2,541-31.2% | $2,471-29.2% |
| Participant deferral / active EE | $3,869 | $3,440+12.5% | $4,167-7.2% | $3,740+3.4% |
| Admin fee / account holder | $2,676 | $5,622-52.4% | $6,795-60.6% | $5,306-49.6% |