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 | $51,896 | $78,672-34.0% | $109,143-52.5% | $85,850-39.6% |
| Participation rate | 83.8% | 68.3%+15.5pp | 75.9%+7.9pp | 69.3%+14.5pp |
| Annual return | 9.21% | 25.09%-15.9pp | 25.75%-16.5pp | 318.53%-309.3pp |
| Employer contribution / active EE | $3,261 | $2,735+19.2% | $3,722-12.4% | $2,565+27.1% |
| Participant deferral / active EE | $2,011 | $3,467-42.0% | $4,653-56.8% | $3,952-49.1% |
| Admin fee / account holder | $10,557 | $5,469+93.0% | $6,752+56.3% | $6,260+68.6% |