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 | $90,404 | $70,428+28.4% | $96,562-6.4% | $85,850+5.3% |
| Participation rate | 81.0% | 61.8%+19.1pp | 69.8%+11.1pp | 69.3%+11.6pp |
| Annual return | 9.59% | 18.59%-9.0pp | 37.78%-28.2pp | 318.53%-308.9pp |
| Employer contribution / active EE | $1,663 | $1,413+17.7% | $2,356-29.4% | $2,565-35.2% |
| Participant deferral / active EE | $4,502 | $2,894+55.6% | $3,849+17.0% | $3,952+13.9% |
| Admin fee / account holder | $3,588 | $4,997-28.2% | $6,181-41.9% | $6,260-42.7% |