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 | $106,388 | $62,573+70.0% | $85,682+24.2% | $85,850+23.9% |
| Participation rate | 96.4% | 61.1%+35.3pp | 69.9%+26.6pp | 69.3%+27.1pp |
| Annual return | 8.87% | 23.77%-14.9pp | 21.49%-12.6pp | 318.53%-309.7pp |
| Employer contribution / active EE | $3,074 | $1,757+75.0% | $2,618+17.4% | $2,565+19.8% |
| Participant deferral / active EE | $6,596 | $2,802+135.4% | $3,923+68.2% | $3,952+66.9% |
| Admin fee / account holder | $2,183 | $4,640-53.0% | $6,873-68.2% | $6,260-65.1% |