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 | $114,864 | $99,985+14.9% | $146,665-21.7% | $85,850+33.8% |
| Participation rate | 96.3% | 73.1%+23.2pp | 80.1%+16.2pp | 69.3%+27.0pp |
| Annual return | 8.17% | 18.93%-10.8pp | 22.74%-14.6pp | 318.53%-310.4pp |
| Employer contribution / active EE | $1,057 | $2,559-58.7% | $4,136-74.4% | $2,565-58.8% |
| Participant deferral / active EE | $2,307 | $4,006-42.4% | $5,506-58.1% | $3,952-41.6% |
| Admin fee / account holder | $4,619 | $7,702-40.0% | $10,280-55.1% | $6,260-26.2% |