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 | $69,489 | $95,803-27.5% | $113,168-38.6% | $84,808-18.1% |
| Participation rate | 73.9% | 72.9%+1.0pp | 76.6%-2.7pp | 68.3%+5.6pp |
| Annual return | 11.00% | 25.00%-14.0pp | 24.27%-13.3pp | 40.90%-29.9pp |
| Employer contribution / active EE | $2,996 | $2,360+27.0% | $2,975+0.7% | $2,631+13.9% |
| Participant deferral / active EE | $5,801 | $4,242+36.8% | $5,107+13.6% | $4,212+37.7% |
| Admin fee / account holder | $17,912 | $8,989+99.3% | $12,068+48.4% | $7,344+143.9% |