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 | $61,216 | $127,065-51.8% | $113,168-45.9% | $142,382-57.0% |
| Participation rate | 90.9% | 79.2%+11.7pp | 76.6%+14.3pp | 80.1%+10.8pp |
| Annual return | 8.78% | 24.03%-15.2pp | 24.27%-15.5pp | 217.08%-208.3pp |
| Employer contribution / active EE | $2,919 | $3,442-15.2% | $2,975-1.9% | $4,299-32.1% |
| Participant deferral / active EE | $4,067 | $5,716-28.9% | $5,107-20.4% | $6,507-37.5% |
| Admin fee / account holder | $1,839 | $15,736-88.3% | $12,068-84.8% | $12,624-85.4% |