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 | $78,984 | $88,672-10.9% | $105,223-24.9% | $82,448-4.2% |
| Participation rate | 79.1% | 67.9%+11.1pp | 75.0%+4.0pp | 68.1%+11.0pp |
| Annual return | 11.97% | 30.86%-18.9pp | 180.65%-168.7pp | 41.64%-29.7pp |
| Employer contribution / active EE | $2,220 | $3,048-27.2% | $3,689-39.8% | $2,551-13.0% |
| Participant deferral / active EE | $5,023 | $4,036+24.5% | $5,072-1.0% | $4,139+21.4% |
| Admin fee / account holder | $1,699 | $7,146-76.2% | $8,859-80.8% | $7,234-76.5% |