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 | $158,930 | $86,286+84.2% | $111,297+42.8% | $85,850+85.1% |
| Participation rate | 94.6% | 73.3%+21.3pp | 77.3%+17.3pp | 69.3%+25.3pp |
| Annual return | 8.70% | 19.99%-11.3pp | 54.65%-46.0pp | 318.53%-309.8pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,634 | $3,641-0.2% | $4,487-19.0% | $3,952-8.0% |
| Admin fee / account holder | $883 | $8,188-89.2% | $7,964-88.9% | $6,260-85.9% |