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 | $111,601 | $89,753+24.3% | $107,525+3.8% | $84,808+31.6% |
| Participation rate | 97.1% | 68.1%+29.0pp | 75.1%+22.0pp | 68.3%+28.7pp |
| Annual return | 3.50% | 29.48%-26.0pp | 181.32%-177.8pp | 40.90%-37.4pp |
| Employer contribution / active EE | $6,560 | $3,113+110.7% | $3,754+74.8% | $2,631+149.3% |
| Participant deferral / active EE | $4,221 | $4,056+4.1% | $5,116-17.5% | $4,212+0.2% |
| Admin fee / account holder | $3,719 | $7,222-48.5% | $8,919-58.3% | $7,344-49.4% |