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 | $82,240 | $100,326-18.0% | $180,183-54.4% | $84,808-3.0% |
| Participation rate | 97.8% | 71.0%+26.8pp | 77.4%+20.3pp | 68.3%+29.5pp |
| Annual return | 12.12% | 17.86%-5.7pp | 27.86%-15.7pp | 40.90%-28.8pp |
| Employer contribution / active EE | $3,388 | $3,269+3.6% | $5,039-32.8% | $2,631+28.8% |
| Participant deferral / active EE | $3,110 | $5,066-38.6% | $6,822-54.4% | $4,212-26.2% |
| Admin fee / account holder | $2,793 | $9,674-71.1% | $19,975-86.0% | $7,344-62.0% |