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 8-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 | $72,005 | $58,512+23.1% | $84,015-14.3% | $72,985-1.3% |
| Participation rate | 85.4% | 61.2%+24.1pp | 69.0%+16.4pp | 69.5%+15.9pp |
| Annual return | 3.19% | 28.93%-25.7pp | 71.31%-68.1pp | 81.00%-77.8pp |
| Employer contribution / active EE | $4,195 | $1,163+260.8% | $1,983+111.5% | $2,440+72.0% |
| Participant deferral / active EE | $3,371 | $2,394+40.8% | $3,239+4.1% | $3,607-6.6% |
| Admin fee / account holder | $2,860 | $4,569-37.4% | $6,101-53.1% | $5,124-44.2% |