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 | $83,352 | $109,413-23.8% | $156,263-46.7% | $84,808-1.7% |
| Participation rate | 84.0% | 72.7%+11.3pp | 78.9%+5.1pp | 68.3%+15.7pp |
| Annual return | 10.93% | 20.18%-9.2pp | 59.47%-48.5pp | 40.90%-30.0pp |
| Employer contribution / active EE | $1,634 | $2,907-43.8% | $4,333-62.3% | $2,631-37.9% |
| Participant deferral / active EE | $4,532 | $4,590-1.2% | $6,158-26.4% | $4,212+7.6% |
| Admin fee / account holder | $1,339 | $9,357-85.7% | $14,255-90.6% | $7,344-81.8% |