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 | $85,186 | $95,803-11.1% | $113,168-24.7% | $84,808+0.4% |
| Participation rate | 97.1% | 72.9%+24.3pp | 76.6%+20.6pp | 68.3%+28.8pp |
| Annual return | 12.09% | 25.00%-12.9pp | 24.27%-12.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $9,082 | $2,360+284.8% | $2,975+205.2% | $2,631+245.2% |
| Participant deferral / active EE | $2,316 | $4,242-45.4% | $5,107-54.7% | $4,212-45.0% |
| Admin fee / account holder | $1,358 | $8,989-84.9% | $12,068-88.7% | $7,344-81.5% |