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 7-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 | $82,514 | $89,753-8.1% | $107,525-23.3% | $84,808-2.7% |
| Participation rate | 80.0% | 68.1%+11.9pp | 75.1%+4.9pp | 68.3%+11.7pp |
| Annual return | 11.26% | 29.48%-18.2pp | 181.32%-170.1pp | 40.90%-29.6pp |
| Employer contribution / active EE | $2,237 | $3,113-28.2% | $3,754-40.4% | $2,631-15.0% |
| Participant deferral / active EE | $4,155 | $4,056+2.4% | $5,116-18.8% | $4,212-1.3% |
| Admin fee / account holder | $1,163 | $7,222-83.9% | $8,919-87.0% | $7,344-84.2% |