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 | $124,135 | $176,812-29.8% | $146,665-15.4% | $167,490-25.9% |
| Participation rate | 91.7% | 83.6%+8.1pp | 80.1%+11.6pp | 82.1%+9.6pp |
| Annual return | 8.60% | 24.03%-15.4pp | 22.74%-14.1pp | 478.56%-470.0pp |
| Employer contribution / active EE | $2,996 | $5,160-41.9% | $4,136-27.6% | $4,837-38.1% |
| Participant deferral / active EE | $5,285 | $6,440-17.9% | $5,506-4.0% | $6,341-16.7% |
| Admin fee / account holder | $1,061 | $13,259-92.0% | $10,280-89.7% | $12,309-91.4% |