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 | $68,118 | $109,881-38.0% | $150,045-54.6% | $84,808-19.7% |
| Participation rate | 94.1% | 76.1%+18.0pp | 82.3%+11.8pp | 68.3%+25.8pp |
| Annual return | 12.85% | 28.25%-15.4pp | 62.55%-49.7pp | 40.90%-28.0pp |
| Employer contribution / active EE | $2,612 | $3,561-26.6% | $4,693-44.3% | $2,631-0.7% |
| Participant deferral / active EE | $3,861 | $6,636-41.8% | $7,997-51.7% | $4,212-8.3% |
| Admin fee / account holder | $1,197 | $8,568-86.0% | $13,435-91.1% | $7,344-83.7% |