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 | $68,441 | $95,803-28.6% | $113,168-39.5% | $84,808-19.3% |
| Participation rate | 93.3% | 72.9%+20.5pp | 76.6%+16.8pp | 68.3%+25.0pp |
| Annual return | 11.33% | 25.00%-13.7pp | 24.27%-12.9pp | 40.90%-29.6pp |
| Employer contribution / active EE | $2,150 | $2,360-8.9% | $2,975-27.7% | $2,631-18.3% |
| Participant deferral / active EE | $3,037 | $4,242-28.4% | $5,107-40.5% | $4,212-27.9% |
| Admin fee / account holder | $6,005 | $8,989-33.2% | $12,068-50.2% | $7,344-18.2% |