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 | $204,510 | $121,719+68.0% | $210,053-2.6% | $116,462+75.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.8%+19.2pp | 74.7%+25.3pp |
| Annual return | 3.79% | 14.29%-10.5pp | 232.76%-229.0pp | 15.65%-11.9pp |
| Employer contribution / active EE | $3,213 | $2,386+34.6% | $4,521-28.9% | $3,231-0.6% |
| Participant deferral / active EE | $4,882 | $3,917+24.6% | $4,238+15.2% | $3,836+27.3% |
| Admin fee / account holder | $6,394 | $13,730-53.4% | $16,990-62.4% | $12,754-49.9% |