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 | $66,027 | $89,753-26.4% | $107,525-38.6% | $84,808-22.1% |
| Participation rate | 83.3% | 68.1%+15.3pp | 75.1%+8.3pp | 68.3%+15.0pp |
| Annual return | 12.83% | 29.48%-16.6pp | 181.32%-168.5pp | 40.90%-28.1pp |
| Employer contribution / active EE | $3,194 | $3,113+2.6% | $3,754-14.9% | $2,631+21.4% |
| Participant deferral / active EE | $4,584 | $4,056+13.0% | $5,116-10.4% | $4,212+8.8% |
| Admin fee / account holder | $1,303 | $7,222-82.0% | $8,919-85.4% | $7,344-82.3% |