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 | $69,690 | $58,828+18.5% | $77,999-10.7% | $62,891+10.8% |
| Participation rate | 95.1% | 71.1%+24.1pp | 75.5%+19.6pp | 69.3%+25.8pp |
| Annual return | 3.58% | 17.16%-13.6pp | 425.96%-422.4pp | 20.14%-16.6pp |
| Employer contribution / active EE | $4,261 | $1,672+154.9% | $2,470+72.5% | $2,281+86.8% |
| Participant deferral / active EE | $5,390 | $2,686+100.7% | $3,497+54.2% | $3,203+68.3% |
| Admin fee / account holder | $10,778 | $4,393+145.3% | $5,480+96.7% | $4,296+150.9% |