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 | $103,768 | $100,970+2.8% | $96,576+7.4% | $137,256-24.4% |
| Participation rate | 90.5% | 82.6%+7.9pp | 81.4%+9.0pp | 80.0%+10.5pp |
| Annual return | 11.71% | 38.16%-26.4pp | 38.47%-26.8pp | 220.34%-208.6pp |
| Employer contribution / active EE | $933 | $3,809-75.5% | $3,553-73.7% | $4,156-77.6% |
| Participant deferral / active EE | $9,329 | $8,286+12.6% | $7,956+17.2% | $6,407+45.6% |
| Admin fee / account holder | $35,065 | $11,312+210.0% | $11,381+208.1% | $12,270+185.8% |