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 | $65,012 | $124,281-47.7% | $109,143-40.4% | $167,490-61.2% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.9%+9.8pp | 82.1%+3.6pp |
| Annual return | 8.27% | 26.04%-17.8pp | 25.75%-17.5pp | 478.56%-470.3pp |
| Employer contribution / active EE | $2,539 | $4,207-39.7% | $3,722-31.8% | $4,837-47.5% |
| Participant deferral / active EE | $4,743 | $5,255-9.7% | $4,653+1.9% | $6,341-25.2% |
| Admin fee / account holder | $7,652 | $7,970-4.0% | $6,752+13.3% | $12,309-37.8% |