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 | $89,607 | $77,314+15.9% | $177,989-49.7% | $80,856+10.8% |
| Participation rate | 87.0% | 65.7%+21.3pp | 77.1%+9.9pp | 67.6%+19.3pp |
| Annual return | 9.35% | 18.09%-8.7pp | 294.48%-285.1pp | 35.59%-26.2pp |
| Employer contribution / active EE | $1,739 | $2,292-24.1% | $3,949-56.0% | $2,755-36.9% |
| Participant deferral / active EE | $5,716 | $4,411+29.6% | $6,276-8.9% | $4,296+33.1% |
| Admin fee / account holder | $17,198 | $7,191+139.2% | $10,363+66.0% | $6,918+148.6% |