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 | $90,579 | $54,762+65.4% | $90,281+0.3% | $72,985+24.1% |
| Participation rate | 98.3% | 65.1%+33.1pp | 73.3%+25.0pp | 69.5%+28.8pp |
| Annual return | 14.70% | 30.63%-15.9pp | 78.10%-63.4pp | 81.00%-66.3pp |
| Employer contribution / active EE | $3,354 | $2,092+60.3% | $2,854+17.5% | $2,440+37.5% |
| Participant deferral / active EE | $3,690 | $2,887+27.8% | $3,885-5.0% | $3,607+2.3% |
| Admin fee / account holder | $1,358 | $3,972-65.8% | $5,351-74.6% | $5,124-73.5% |