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 | $53,660 | $84,233-36.3% | $170,442-68.5% | $70,131-23.5% |
| Participation rate | 92.0% | 70.8%+21.2pp | 83.6%+8.4pp | 69.5%+22.5pp |
| Annual return | 11.32% | 23.06%-11.7pp | 205.93%-194.6pp | 73.14%-61.8pp |
| Employer contribution / active EE | $2,759 | $3,387-18.5% | $5,433-49.2% | $2,342+17.8% |
| Participant deferral / active EE | $6,483 | $3,086+110.1% | $4,939+31.3% | $3,332+94.6% |
| Admin fee / account holder | $664 | $5,698-88.4% | $13,880-95.2% | $4,645-85.7% |