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 | $56,462 | $163,101-65.4% | $136,749-58.7% | $142,382-60.3% |
| Participation rate | 88.9% | 78.2%+10.7pp | 72.1%+16.7pp | 80.1%+8.8pp |
| Annual return | 9.13% | 27.54%-18.4pp | 24.33%-15.2pp | 217.08%-207.9pp |
| Employer contribution / active EE | $6,052 | $4,117+47.0% | $3,400+78.0% | $4,299+40.8% |
| Participant deferral / active EE | $2,651 | $5,585-52.5% | $4,692-43.5% | $6,507-59.3% |
| Admin fee / account holder | $2,804 | $14,318-80.4% | $11,386-75.4% | $12,624-77.8% |