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 | $75,530 | $106,584-29.1% | $101,326-25.5% | $142,382-47.0% |
| Participation rate | 90.0% | 82.7%+7.3pp | 81.5%+8.5pp | 80.1%+9.9pp |
| Annual return | 10.22% | 36.93%-26.7pp | 36.82%-26.6pp | 217.08%-206.9pp |
| Employer contribution / active EE | $2,339 | $3,956-40.9% | $3,665-36.2% | $4,299-45.6% |
| Participant deferral / active EE | $7,913 | $8,297-4.6% | $7,994-1.0% | $6,507+21.6% |
| Admin fee / account holder | $480 | $11,446-95.8% | $11,185-95.7% | $12,624-96.2% |