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 | $112,207 | $95,803+17.1% | $113,168-0.8% | $84,808+32.3% |
| Participation rate | 92.3% | 72.9%+19.4pp | 76.6%+15.7pp | 68.3%+24.0pp |
| Annual return | 7.56% | 25.00%-17.4pp | 24.27%-16.7pp | 40.90%-33.3pp |
| Employer contribution / active EE | $5,027 | $2,360+113.0% | $2,975+69.0% | $2,631+91.1% |
| Participant deferral / active EE | $2,792 | $4,242-34.2% | $5,107-45.3% | $4,212-33.7% |
| Admin fee / account holder | $40,849 | $8,989+354.4% | $12,068+238.5% | $7,344+456.2% |