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 | $79,563 | $109,881-27.6% | $150,045-47.0% | $84,808-6.2% |
| Participation rate | 93.5% | 76.1%+17.5pp | 82.3%+11.2pp | 68.3%+25.2pp |
| Annual return | 13.40% | 28.25%-14.8pp | 62.55%-49.2pp | 40.90%-27.5pp |
| Employer contribution / active EE | $3,084 | $3,561-13.4% | $4,693-34.3% | $2,631+17.2% |
| Participant deferral / active EE | $6,471 | $6,636-2.5% | $7,997-19.1% | $4,212+53.7% |
| Admin fee / account holder | $5,192 | $8,568-39.4% | $13,435-61.4% | $7,344-29.3% |