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 | $56,965 | $54,762+4.0% | $90,281-36.9% | $72,985-21.9% |
| Participation rate | 95.6% | 65.1%+30.4pp | 73.3%+22.3pp | 69.5%+26.1pp |
| Annual return | 9.20% | 30.63%-21.4pp | 78.10%-68.9pp | 81.00%-71.8pp |
| Employer contribution / active EE | $4,869 | $2,092+132.7% | $2,854+70.6% | $2,440+99.6% |
| Participant deferral / active EE | $3,568 | $2,887+23.6% | $3,885-8.2% | $3,607-1.1% |
| Admin fee / account holder | $33,871 | $3,972+752.7% | $5,351+533.0% | $5,124+561.0% |