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 | $54,762 | $54,7620% | $90,281-39.3% | $72,985-25.0% |
| Participation rate | 95.5% | 65.1%+30.4pp | 73.3%+22.2pp | 69.5%+26.0pp |
| Annual return | 16.31% | 30.63%-14.3pp | 78.10%-61.8pp | 81.00%-64.7pp |
| Employer contribution / active EE | $3,064 | $2,092+46.4% | $2,854+7.3% | $2,440+25.6% |
| Participant deferral / active EE | $3,563 | $2,887+23.4% | $3,885-8.3% | $3,607-1.2% |
| Admin fee / account holder | $5,607 | $3,972+41.2% | $5,351+4.8% | $5,124+9.4% |