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 7-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 | $98,669 | $214,378-54.0% | $200,582-50.8% | $142,382-30.7% |
| Participation rate | 93.3% | 87.4%+5.9pp | 86.9%+6.4pp | 80.1%+13.2pp |
| Annual return | 6.68% | 46.41%-39.7pp | 42.33%-35.7pp | 217.08%-210.4pp |
| Employer contribution / active EE | $6,653 | $6,841-2.7% | $6,419+3.7% | $4,299+54.8% |
| Participant deferral / active EE | $13,952 | $9,865+41.4% | $9,331+49.5% | $6,507+114.4% |
| Admin fee / account holder | $9,334 | $17,692-47.2% | $16,305-42.8% | $12,624-26.1% |