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 | $108,053 | $56,053+92.8% | $75,972+42.2% | $80,856+33.6% |
| Participation rate | 72.0% | 62.0%+10.0pp | 69.1%+2.9pp | 67.6%+4.4pp |
| Annual return | 10.09% | 20.53%-10.4pp | 359.55%-349.5pp | 35.59%-25.5pp |
| Employer contribution / active EE | $2,637 | $1,874+40.7% | $2,685-1.8% | $2,755-4.3% |
| Participant deferral / active EE | $6,449 | $3,052+111.3% | $4,255+51.5% | $4,296+50.1% |
| Admin fee / account holder | $3,319 | $5,234-36.6% | $6,467-48.7% | $6,918-52.0% |