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 | $96,292 | $35,183+173.7% | $73,545+30.9% | $70,131+37.3% |
| Participation rate | 86.0% | 42.9%+43.1pp | 54.9%+31.1pp | 69.5%+16.5pp |
| Annual return | 12.05% | 26.90%-14.9pp | -15.16%+27.2pp | 73.14%-61.1pp |
| Employer contribution / active EE | $7,325 | $709+933.7% | $1,219+500.9% | $2,342+212.7% |
| Participant deferral / active EE | $3,937 | $1,220+222.8% | $1,806+118.0% | $3,332+18.2% |
| Admin fee / account holder | $1,772 | $2,302-23.0% | $2,320-23.6% | $4,645-61.9% |