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 | $75,479 | $87,013-13.3% | $106,213-28.9% | $80,856-6.7% |
| Participation rate | 92.9% | 70.4%+22.4pp | 75.3%+17.6pp | 67.6%+25.2pp |
| Annual return | 9.46% | 17.05%-7.6pp | 116.14%-106.7pp | 35.59%-26.1pp |
| Employer contribution / active EE | $2,806 | $2,395+17.1% | $3,171-11.5% | $2,755+1.8% |
| Participant deferral / active EE | $6,462 | $3,986+62.1% | $5,016+28.8% | $4,296+50.4% |
| Admin fee / account holder | $1,528 | $8,431-81.9% | $11,033-86.1% | $6,918-77.9% |