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 | $63,860 | $106,749-40.2% | $145,433-56.1% | $82,448-22.5% |
| Participation rate | 88.4% | 75.6%+12.7pp | 82.1%+6.3pp | 68.1%+20.3pp |
| Annual return | 13.99% | 27.59%-13.6pp | 66.58%-52.6pp | 41.64%-27.7pp |
| Employer contribution / active EE | $7,575 | $3,444+119.9% | $4,554+66.3% | $2,551+196.9% |
| Participant deferral / active EE | $6,577 | $6,519+0.9% | $7,897-16.7% | $4,139+58.9% |
| Admin fee / account holder | $19,837 | $8,390+136.4% | $13,129+51.1% | $7,234+174.2% |