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 | $51,903 | $101,724-49.0% | $164,813-68.5% | $80,856-35.8% |
| Participation rate | 86.8% | 71.8%+15.0pp | 78.6%+8.2pp | 67.6%+19.2pp |
| Annual return | 9.71% | 16.72%-7.0pp | 69.93%-60.2pp | 35.59%-25.9pp |
| Employer contribution / active EE | $3,678 | $2,953+24.5% | $4,341-15.3% | $2,755+33.5% |
| Participant deferral / active EE | $6,697 | $4,477+49.6% | $6,031+11.0% | $4,296+55.9% |
| Admin fee / account holder | $25,787 | $8,227+213.4% | $12,690+103.2% | $6,918+272.8% |