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 | $80,297 | $95,266-15.7% | $82,389-2.5% | $142,382-43.6% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.5%+10.5pp | 80.1%-0.1pp |
| Annual return | 9.13% | 25.74%-16.6pp | 28.67%-19.5pp | 217.08%-207.9pp |
| Employer contribution / active EE | $7,420 | $2,991+148.1% | $2,517+194.8% | $4,299+72.6% |
| Participant deferral / active EE | $10,948 | $4,809+127.7% | $4,155+163.5% | $6,507+68.3% |
| Admin fee / account holder | $14,944 | $8,563+74.5% | $7,231+106.7% | $12,624+18.4% |