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 | $82,289 | $148,534-44.6% | $135,903-39.5% | $139,434-41.0% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 8.79% | 79.19%-70.4pp | 68.23%-59.4pp | 372.94%-364.2pp |
| Employer contribution / active EE | $1,827 | $5,243-65.1% | $4,856-62.4% | $4,751-61.5% |
| Participant deferral / active EE | $2,691 | $8,100-66.8% | $7,758-65.3% | $6,710-59.9% |
| Admin fee / account holder | $2,573 | $12,400-79.3% | $10,762-76.1% | $11,403-77.4% |