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 | $80,673+27.2% | $101,326+1.3% | $84,808+21.0% |
| Participation rate | 95.0% | 77.8%+17.2pp | 81.5%+13.5pp | 68.3%+26.7pp |
| Annual return | 13.88% | 38.95%-25.1pp | 36.82%-22.9pp | 40.90%-27.0pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,446 | $6,840+8.9% | $7,994-6.9% | $4,212+76.8% |
| Admin fee / account holder | $6,052 | $12,784-52.7% | $11,185-45.9% | $7,344-17.6% |