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 | $156,057 | $214,378-27.2% | $200,582-22.2% | $142,382+9.6% |
| Participation rate | 94.1% | 87.4%+6.7pp | 86.9%+7.2pp | 80.1%+14.0pp |
| Annual return | 9.46% | 46.41%-36.9pp | 42.33%-32.9pp | 217.08%-207.6pp |
| Employer contribution / active EE | $1,894 | $6,841-72.3% | $6,419-70.5% | $4,299-55.9% |
| Participant deferral / active EE | $4,164 | $9,865-57.8% | $9,331-55.4% | $6,507-36.0% |
| Admin fee / account holder | $6,694 | $17,692-62.2% | $16,305-58.9% | $12,624-47.0% |