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 | $115,845 | $93,571+23.8% | $135,903-14.8% | $75,163+54.1% |
| Participation rate | 88.9% | 75.2%+13.7pp | 81.9%+7.0pp | 67.2%+21.7pp |
| Annual return | 7.22% | 30.90%-23.7pp | 68.23%-61.0pp | 160.62%-153.4pp |
| Employer contribution / active EE | $1,115 | $3,537-68.5% | $4,856-77.0% | $2,670-58.2% |
| Participant deferral / active EE | $2,537 | $6,404-60.4% | $7,758-67.3% | $4,125-38.5% |
| Admin fee / account holder | $3,364 | $6,975-51.8% | $10,762-68.7% | $5,651-40.5% |