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 | $77,710 | $106,749-27.2% | $145,433-46.6% | $82,448-5.7% |
| Participation rate | 91.2% | 75.6%+15.5pp | 82.1%+9.1pp | 68.1%+23.1pp |
| Annual return | 13.09% | 27.59%-14.5pp | 66.58%-53.5pp | 41.64%-28.5pp |
| Employer contribution / active EE | $3,998 | $3,444+16.1% | $4,554-12.2% | $2,551+56.7% |
| Participant deferral / active EE | $7,852 | $6,519+20.5% | $7,897-0.6% | $4,139+89.7% |
| Admin fee / account holder | $2,446 | $8,390-70.8% | $13,129-81.4% | $7,234-66.2% |