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 | $81,114 | $138,347-41.4% | $184,203-56.0% | $80,856+0.3% |
| Participation rate | 77.8% | 83.9%-6.1pp | 86.8%-9.0pp | 67.6%+10.1pp |
| Annual return | 10.15% | 20.02%-9.9pp | 28.81%-18.7pp | 35.59%-25.4pp |
| Employer contribution / active EE | $3,272 | $4,850-32.6% | $6,427-49.1% | $2,755+18.8% |
| Participant deferral / active EE | $6,523 | $7,071-7.7% | $9,131-28.6% | $4,296+51.8% |
| Admin fee / account holder | $2,199 | $10,483-79.0% | $13,901-84.2% | $6,918-68.2% |