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 | $84,092 | $46,869+79.4% | $122,332-31.3% | $70,131+19.9% |
| Participation rate | 92.9% | 58.2%+34.7pp | 71.6%+21.2pp | 69.5%+23.3pp |
| Annual return | 10.46% | 24.22%-13.8pp | 30.27%-19.8pp | 73.14%-62.7pp |
| Employer contribution / active EE | $2,883 | $1,288+123.9% | $4,050-28.8% | $2,342+23.1% |
| Participant deferral / active EE | $4,092 | $2,166+88.9% | $3,287+24.5% | $3,332+22.8% |
| Admin fee / account holder | $3,052 | $3,322-8.1% | $5,478-44.3% | $4,645-34.3% |