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 | $78,648 | $95,803-17.9% | $113,168-30.5% | $84,808-7.3% |
| Participation rate | 94.7% | 72.9%+21.9pp | 76.6%+18.2pp | 68.3%+26.4pp |
| Annual return | 8.64% | 25.00%-16.4pp | 24.27%-15.6pp | 40.90%-32.3pp |
| Employer contribution / active EE | $3,720 | $2,360+57.6% | $2,975+25.0% | $2,631+41.4% |
| Participant deferral / active EE | $4,167 | $4,242-1.8% | $5,107-18.4% | $4,212-1.0% |
| Admin fee / account holder | $5,652 | $8,989-37.1% | $12,068-53.2% | $7,344-23.0% |