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 | $63,249 | $63,355-0.2% | $91,989-31.2% | $72,985-13.3% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 17.39% | 35.35%-18.0pp | 69.02%-51.6pp | 81.00%-63.6pp |
| Employer contribution / active EE | $5,873 | $2,116+177.6% | $3,452+70.1% | $2,440+140.7% |
| Participant deferral / active EE | $3,649 | $4,883-25.3% | $5,923-38.4% | $3,607+1.2% |
| Admin fee / account holder | $1,444 | $4,668-69.1% | $7,743-81.3% | $5,124-71.8% |