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 | $44,995 | $52,580-14.4% | $71,671-37.2% | $70,131-35.8% |
| Participation rate | 95.6% | 60.9%+34.7pp | 68.7%+26.8pp | 69.5%+26.0pp |
| Annual return | 11.36% | 20.25%-8.9pp | 20.65%-9.3pp | 73.14%-61.8pp |
| Employer contribution / active EE | $1,870 | $1,616+15.7% | $2,460-24.0% | $2,342-20.2% |
| Participant deferral / active EE | $3,827 | $2,386+60.4% | $3,438+11.3% | $3,332+14.9% |
| Admin fee / account holder | $9,325 | $3,653+155.3% | $5,558+67.8% | $4,645+100.7% |