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 | $37,343 | $87,166-57.2% | $76,735-51.3% | $137,256-72.8% |
| Participation rate | 90.9% | 74.4%+16.6pp | 69.5%+21.4pp | 80.0%+10.9pp |
| Annual return | 10.56% | 26.50%-15.9pp | 29.77%-19.2pp | 220.34%-209.8pp |
| Employer contribution / active EE | $1,263 | $2,904-56.5% | $2,454-48.5% | $4,156-69.6% |
| Participant deferral / active EE | $3,787 | $4,726-19.9% | $4,088-7.3% | $6,407-40.9% |
| Admin fee / account holder | $2,208 | $8,403-73.7% | $7,189-69.3% | $12,270-82.0% |