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 4-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 | $127,227 | $101,724+25.1% | $164,813-22.8% | $80,856+57.3% |
| Participation rate | 82.9% | 71.8%+11.0pp | 78.6%+4.3pp | 67.6%+15.2pp |
| Annual return | 9.52% | 16.72%-7.2pp | 69.93%-60.4pp | 35.59%-26.1pp |
| Employer contribution / active EE | $2,771 | $2,953-6.2% | $4,341-36.2% | $2,755+0.6% |
| Participant deferral / active EE | $7,575 | $4,477+69.2% | $6,031+25.6% | $4,296+76.3% |
| Admin fee / account holder | $5,500 | $8,227-33.2% | $12,690-56.7% | $6,918-20.5% |