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 | $73,044 | $94,625-22.8% | $116,228-37.2% | $84,808-13.9% |
| Participation rate | 78.1% | 70.4%+7.7pp | 74.6%+3.6pp | 68.3%+9.8pp |
| Annual return | 10.03% | 20.40%-10.4pp | 90.06%-80.0pp | 40.90%-30.9pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,132 | $3,972+79.6% | $4,953+44.0% | $4,212+69.3% |
| Admin fee / account holder | $1,120 | $10,091-88.9% | $11,989-90.7% | $7,344-84.7% |