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 4-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 | $74,342 | $81,233-8.5% | $155,567-52.2% | $80,874-8.1% |
| Participation rate | 96.4% | 66.2%+30.2pp | 78.2%+18.2pp | 67.6%+28.8pp |
| Annual return | 9.76% | 33.33%-23.6pp | 64.74%-55.0pp | 35.62%-25.9pp |
| Employer contribution / active EE | $3,304 | $3,101+6.6% | $4,674-29.3% | $2,756+19.9% |
| Participant deferral / active EE | $5,904 | $3,452+71.0% | $5,628+4.9% | $4,297+37.4% |
| Admin fee / account holder | $11,594 | $7,998+45.0% | $15,916-27.2% | $6,935+67.2% |