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 | $72,401 | $72,277+0.2% | $101,248-28.5% | $79,858-9.3% |
| Participation rate | 78.6% | 68.5%+10.1pp | 75.8%+2.8pp | 69.6%+8.9pp |
| Annual return | 7.49% | 22.30%-14.8pp | 46.47%-39.0pp | 31.71%-24.2pp |
| Employer contribution / active EE | $2,104 | $2,692-21.8% | $3,660-42.5% | $2,471-14.8% |
| Participant deferral / active EE | $3,428 | $3,282+4.5% | $4,370-21.5% | $3,740-8.3% |
| Admin fee / account holder | $13,085 | $4,400+197.4% | $5,945+120.1% | $5,306+146.6% |