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 | $64,586 | $53,822+20.0% | $75,696-14.7% | $85,850-24.8% |
| Participation rate | 76.5% | 69.1%+7.4pp | 74.8%+1.6pp | 69.3%+7.2pp |
| Annual return | 12.42% | 24.54%-12.1pp | 104.53%-92.1pp | 318.53%-306.1pp |
| Employer contribution / active EE | $3,428 | $2,017+70.0% | $2,743+25.0% | $2,565+33.7% |
| Participant deferral / active EE | $5,039 | $2,895+74.1% | $3,821+31.9% | $3,952+27.5% |
| Admin fee / account holder | $14,350 | $3,343+329.3% | $3,619+296.5% | $6,260+129.2% |