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 | $67,716 | $80,717-16.1% | $154,803-56.3% | $84,808-20.2% |
| Participation rate | 85.7% | 66.8%+18.9pp | 78.1%+7.6pp | 68.3%+17.4pp |
| Annual return | 12.52% | 37.96%-25.4pp | 58.88%-46.4pp | 40.90%-28.4pp |
| Employer contribution / active EE | $3,627 | $2,761+31.3% | $4,305-15.8% | $2,631+37.8% |
| Participant deferral / active EE | $1,003 | $3,303-69.6% | $5,540-81.9% | $4,212-76.2% |
| Admin fee / account holder | $1,329 | $6,746-80.3% | $14,329-90.7% | $7,344-81.9% |