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 | $126,307 | $109,881+14.9% | $150,045-15.8% | $84,808+48.9% |
| Participation rate | 97.2% | 76.1%+21.1pp | 82.3%+14.9pp | 68.3%+28.9pp |
| Annual return | 12.49% | 28.25%-15.8pp | 62.55%-50.1pp | 40.90%-28.4pp |
| Employer contribution / active EE | $4,244 | $3,561+19.2% | $4,693-9.6% | $2,631+61.3% |
| Participant deferral / active EE | $7,835 | $6,636+18.1% | $7,997-2.0% | $4,212+86.0% |
| Admin fee / account holder | $1,390 | $8,568-83.8% | $13,435-89.7% | $7,344-81.1% |