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 | $106,317 | $83,477+27.4% | $125,175-15.1% | $72,985+45.7% |
| Participation rate | 96.2% | 73.3%+22.8pp | 79.8%+16.4pp | 69.5%+26.7pp |
| Annual return | 8.38% | 25.78%-17.4pp | 43.79%-35.4pp | 81.00%-72.6pp |
| Employer contribution / active EE | $2,783 | $2,345+18.7% | $3,865-28.0% | $2,440+14.1% |
| Participant deferral / active EE | $5,600 | $3,585+56.2% | $4,937+13.4% | $3,607+55.2% |
| Admin fee / account holder | $2,443 | $5,517-55.7% | $9,702-74.8% | $5,124-52.3% |