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 | $35,432 | $91,190-61.1% | $178,490-80.1% | $79,858-55.6% |
| Participation rate | 93.6% | 69.2%+24.4pp | 81.9%+11.7pp | 69.6%+24.0pp |
| Annual return | 7.16% | 24.19%-17.0pp | 151.07%-143.9pp | 31.71%-24.6pp |
| Employer contribution / active EE | $3,679 | $3,256+13.0% | $5,011-26.6% | $2,471+48.9% |
| Participant deferral / active EE | $3,197 | $3,236-1.2% | $5,202-38.5% | $3,740-14.5% |
| Admin fee / account holder | $635 | $6,751-90.6% | $13,984-95.5% | $5,306-88.0% |