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 | $54,597 | $63,346-13.8% | $92,233-40.8% | $70,131-22.1% |
| Participation rate | 96.7% | 68.7%+28.0pp | 76.5%+20.2pp | 69.5%+27.1pp |
| Annual return | 11.63% | 530.12%-518.5pp | 176.28%-164.6pp | 73.14%-61.5pp |
| Employer contribution / active EE | $3,278 | $2,471+32.7% | $3,679-10.9% | $2,342+39.9% |
| Participant deferral / active EE | $2,804 | $2,854-1.7% | $3,897-28.0% | $3,332-15.8% |
| Admin fee / account holder | $1,798 | $3,840-53.2% | $5,194-65.4% | $4,645-61.3% |