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 | $113,553 | $85,766+32.4% | $136,294-16.7% | $70,131+61.9% |
| Participation rate | 87.1% | 74.2%+12.9pp | 81.9%+5.2pp | 69.5%+17.6pp |
| Annual return | 13.43% | 31.45%-18.0pp | 5155.94%-5142.5pp | 73.14%-59.7pp |
| Employer contribution / active EE | $2,673 | $2,966-9.9% | $4,695-43.1% | $2,342+14.1% |
| Participant deferral / active EE | $7,420 | $5,051+46.9% | $6,247+18.8% | $3,332+122.7% |
| Admin fee / account holder | $3,525 | $5,420-35.0% | $9,243-61.9% | $4,645-24.1% |