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 | $98,049 | $91,190+7.5% | $178,490-45.1% | $79,858+22.8% |
| Participation rate | 96.4% | 69.2%+27.2pp | 81.9%+14.5pp | 69.6%+26.8pp |
| Annual return | 8.04% | 24.19%-16.2pp | 151.07%-143.0pp | 31.71%-23.7pp |
| Employer contribution / active EE | $3,097 | $3,256-4.9% | $5,011-38.2% | $2,471+25.4% |
| Participant deferral / active EE | $2,161 | $3,236-33.2% | $5,202-58.5% | $3,740-42.2% |
| Admin fee / account holder | $2,123 | $6,751-68.6% | $13,984-84.8% | $5,306-60.0% |