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 | $85,747 | $54,541+57.2% | $78,778+8.8% | $70,131+22.3% |
| Participation rate | 96.6% | 60.8%+35.8pp | 69.2%+27.4pp | 69.5%+27.0pp |
| Annual return | 11.27% | 21.07%-9.8pp | 35.62%-24.4pp | 73.14%-61.9pp |
| Employer contribution / active EE | $3,318 | $1,089+204.8% | $1,986+67.1% | $2,342+41.6% |
| Participant deferral / active EE | $2,729 | $2,210+23.5% | $2,958-7.7% | $3,332-18.1% |
| Admin fee / account holder | $904 | $3,709-75.6% | $5,134-82.4% | $4,645-80.5% |