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 | $99,262 | $124,281-20.1% | $109,143-9.1% | $167,490-40.7% |
| Participation rate | 81.8% | 79.4%+2.4pp | 75.9%+5.9pp | 82.1%-0.3pp |
| Annual return | 5.12% | 26.04%-20.9pp | 25.75%-20.6pp | 478.56%-473.4pp |
| Employer contribution / active EE | $6,002 | $4,207+42.6% | $3,722+61.3% | $4,837+24.1% |
| Participant deferral / active EE | $1,773 | $5,255-66.3% | $4,653-61.9% | $6,341-72.0% |
| Admin fee / account holder | $1,942 | $7,970-75.6% | $6,752-71.2% | $12,309-84.2% |