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 | $95,852 | $83,477+14.8% | $125,175-23.4% | $72,985+31.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 13.07% | 25.78%-12.7pp | 43.79%-30.7pp | 81.00%-67.9pp |
| Employer contribution / active EE | $3,505 | $2,345+49.4% | $3,865-9.3% | $2,440+43.7% |
| Participant deferral / active EE | $2,867 | $3,585-20.0% | $4,937-41.9% | $3,607-20.5% |
| Admin fee / account holder | $15,431 | $5,517+179.7% | $9,702+59.0% | $5,124+201.1% |