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 | $37,311 | $54,705-31.8% | $71,209-47.6% | $84,808-56.0% |
| Participation rate | 93.5% | 64.1%+29.5pp | 73.8%+19.8pp | 68.3%+25.2pp |
| Annual return | 10.97% | 35.90%-24.9pp | 282.51%-271.5pp | 40.90%-29.9pp |
| Employer contribution / active EE | $2,479 | $2,158+14.9% | $2,721-8.9% | $2,631-5.8% |
| Participant deferral / active EE | $2,353 | $3,030-22.4% | $4,175-43.6% | $4,212-44.1% |
| Admin fee / account holder | $4,770 | $4,863-1.9% | $5,349-10.8% | $7,344-35.0% |