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 | $131,289 | $117,381+11.8% | $99,443+32.0% | $152,861-14.1% |
| Participation rate | 80.0% | 77.5%+2.5pp | 73.8%+6.2pp | 82.4%-2.4pp |
| Annual return | 3.35% | 31.87%-28.5pp | 30.72%-27.4pp | 345.32%-342.0pp |
| Employer contribution / active EE | $389 | $3,013-87.1% | $2,540-84.7% | $4,762-91.8% |
| Participant deferral / active EE | $36,125 | $4,086+784.1% | $3,619+898.3% | $5,850+517.5% |
| Admin fee / account holder | $31,295 | $7,631+310.1% | $6,250+400.7% | $11,596+169.9% |