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 | $70,546 | $109,881-35.8% | $150,045-53.0% | $84,808-16.8% |
| Participation rate | 75.0% | 76.1%-1.1pp | 82.3%-7.3pp | 68.3%+6.7pp |
| Annual return | 11.14% | 28.25%-17.1pp | 62.55%-51.4pp | 40.90%-29.8pp |
| Employer contribution / active EE | $2,509 | $3,561-29.6% | $4,693-46.5% | $2,631-4.7% |
| Participant deferral / active EE | $8,532 | $6,636+28.6% | $7,997+6.7% | $4,212+102.6% |
| Admin fee / account holder | $41,942 | $8,568+389.5% | $13,435+212.2% | $7,344+471.1% |