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 | $102,621 | $78,520+30.7% | $96,576+6.3% | $82,448+24.5% |
| Participation rate | 95.0% | 77.7%+17.3pp | 81.4%+13.6pp | 68.1%+26.9pp |
| Annual return | 13.88% | 41.30%-27.4pp | 38.47%-24.6pp | 41.64%-27.8pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,446 | $6,754+10.2% | $7,956-6.4% | $4,139+79.9% |
| Admin fee / account holder | $6,052 | $13,455-55.0% | $11,381-46.8% | $7,234-16.3% |