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 | $151,814 | $63,355+139.6% | $91,989+65.0% | $72,985+108.0% |
| Participation rate | 87.2% | 72.5%+14.7pp | 78.6%+8.6pp | 69.5%+17.7pp |
| Annual return | 7.19% | 35.35%-28.2pp | 69.02%-61.8pp | 81.00%-73.8pp |
| Employer contribution / active EE | $2,013 | $2,116-4.9% | $3,452-41.7% | $2,440-17.5% |
| Participant deferral / active EE | $5,679 | $4,883+16.3% | $5,923-4.1% | $3,607+57.4% |
| Admin fee / account holder | $963 | $4,668-79.4% | $7,743-87.6% | $5,124-81.2% |