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 | $75,595 | $95,453-20.8% | $112,040-32.5% | $82,448-8.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 9.47% | 23.92%-14.5pp | 24.52%-15.1pp | 41.64%-32.2pp |
| Employer contribution / active EE | $2,306 | $2,318-0.5% | $2,954-21.9% | $2,551-9.6% |
| Participant deferral / active EE | $4,194 | $4,224-0.7% | $5,098-17.7% | $4,139+1.3% |
| Admin fee / account holder | $793 | $9,013-91.2% | $12,098-93.4% | $7,234-89.0% |