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 | $58,237 | $109,881-47.0% | $150,045-61.2% | $84,808-31.3% |
| Participation rate | 95.8% | 76.1%+19.7pp | 82.3%+13.5pp | 68.3%+27.5pp |
| Annual return | 10.63% | 28.25%-17.6pp | 62.55%-51.9pp | 40.90%-30.3pp |
| Employer contribution / active EE | $5,017 | $3,561+40.9% | $4,693+6.9% | $2,631+90.7% |
| Participant deferral / active EE | $8,688 | $6,636+30.9% | $7,997+8.6% | $4,212+106.3% |
| Admin fee / account holder | $7,765 | $8,568-9.4% | $13,435-42.2% | $7,344+5.7% |